Ann: 2022 Half Year Results & FY2022 Outlook, page-34

Next gen companies are too hard to trade atm - just like rare earths and lithium were. It's a theme investment play and nothing more than that. I was invested in LYC and GXY in the boom bust boom cycles that's the market. Next gen theme in my view is going to lead either this or next super bull cycle and replace the likes of Apple, Google and Amazon as market leaders. They are only starting to come online now and or starting to get rounds of funding in a big way. If you believe in the theme then you stay invested otherwise there are better short term plays out there but none better for the long term IMO although its not the largest allocation in my portfolio it's something on keen on to keep putting money to over the years to come.