ECS 5.56% 1.9¢ ecs botanics holdings ltd

Ann: Investor Presentation, page-45

  1. 891 Posts.
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    Everybody on my watchlist was down yesterday except us. but that means very little to me anyway.
    Market sentiment is down across the board and people must be very jumpy - even i was for 5 minutes last week. (never again)
    Plus.. It was CAU's time to take off. Those skyrockets can be very mesmerising, no wonder many of this sector's $$$ flowed over their way this week. (incl, i am guessing, some of our larger parcels. ??)
    I am not particularly worried even if we have these wild perambulations carrying on for a bit longer - that will change soon enough.

    Am i surprised at CAU finally becoming valued? - not a bit.
    imo, CAN will probably head off on it's SP journey soon too. And of course.. most certainly us.

    Why? - primarily because of 1 fundamental dynamic. These three companies are the ones i see as being bang-on, right now, on the right side of history. (putting aside all of our differences)
    We are are established, geared up, ready to go >> to capture the AU cannabis big consumer $$$s >> now that they have finally started to arrive - by the A380 load.

    We all know the history of talking-too-big, going too early, that our whole sector put itself thru. And the results of all that.
    But that has fundamentally changed now. "The Promise" is about to be fulfilled. ( lol..at long bloody last!!)
    - and nobody is better placed to reap it than us.

    ps, like i mean NOW
 
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