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The net cash is always going to be a rounding error as the...

  1. 832 Posts.
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    The net cash is always going to be a rounding error as the business is run to spend all profits on market growth.
    I presume the market is disappointed with nil growth in revenues q on q.
    So am I, unless there is an explanation. I guess it may be a soft quarter with the northern summer break, but I would expect commentary addressing that.
    I added more, although not as low as the aftermarket auction.
    This business has an unmatched position in a growing market. Hard not to like it for the long term, so I'll take these dips as buying opps.
 
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