Hold firmly. We’re sitting at price levels not seen since before NSW contract renewal, before the US expansion, and before NZ mobilisation- yet the business itself is now significantly more advanced, de-risked, and strategically positioned than at any point since listing.
The final NZ contract is extremely close, and current price action has nothing to do with underlying performance.. from what I can see, it’s simply thin liquidity and short-term sentiment from 1–2 sellers. Put it to you this way, I’ve been averaging up heavily into this weakness, because the current disconnect between valuation and execution is that off. Can feel quite uncomfortable while you're sitting in them, but not uncommon. Sentiment always overshoots both ways.
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)