APX 3.20% 60.5¢ appen limited

Ann: Ceasing to be a substantial holder, page-19

  1. 8,124 Posts.
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    still hold nearly 5%

    it would be remiss of the funds/instos to not rebalance their book off the back of recent inflation scare/tech correction

    however to the contrary for us retail investors who know better and are only liable for our own money/mistakes...

    google Deloitte Inflation for a great write up on why inflation won't happen anytime soon

    similar to 2010/2011 off the back of the GFC stim, inflation rears its ugly head, but nothing more than a blip.

    no rates changing anytime soon, as no wage growth anytime soon.

    rebalancing will continue, but IMO, has no reflection on the quality and fundamentals of APX as an investment
 
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