Amen Precis, as retail we are in a sense sacrificial capital....

Amen Precis, as retail we are in a sense sacrificial capital. Our small size makes us take more risk by getting in early and at less than ideal valuation but to our advantage we can be more nimble in our approach. Once in a blue moon (every couple of years) we have a lightning rod like AMI that you really should be holding long fundamentally and technically... as long as you humanly can

I don't have a target price for AMI at the moment as the Fair value (based on discounted future cashflow calculation) looks like the sky is the limit and have sized her to perfection in terms of risk.See the current ASX long portfolio allocation calculations below... If the ASX portfolio is to be left alone for a number of years probability is that AMI will become 40% of the weight of the portfolio in projected accretion due to current and past performance.

Very rare you will see that kind of current and projected future growth of a stock that AMI is exhibiting at the moment...