Ann: 2023 Annual Results Presentation, page-8

  1. 8,098 Posts.
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    CEO saying 'two years' of future headwinds and sector is maybe only 50% through the down cycle.

    Now given the market normally looks out '6-12 months out, and given the result was a miss, for now I prefer to sit on the sidelines and wait for better (lower) share prices.

    Not striking yet.
    With luck I will get an opportunity to buy around $6.50-$7.10, a price range I would feel much more comfortable. So another 10-15% share price decline required for me.

    Disclosure: NOT HELD. I sold earlier this year
    Last edited by noomxx: 16/08/23
 
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