@ShaneW88. Overall I agree with your comments. WAM have been steadily accumulating this stock on a similar analysis. However there are other fund managers selling down the stock at the same time. So obviously there is either an alternate view of EHE business prospects, or just better opportunities to invest in. IMO this is a sleeper at around $2 (the same SP as 4 years ago). However my feeling it's going to take a little while before the market sees through the cost impacts of COVID. Hopefully better commentary at the half year results later this month... Sentiment at hold. However I would be keeping a close eye on the SP leading up to 21st Feb.
EHE Price at posting:
$1.99 Sentiment: Hold Disclosure: Not Held
