This is spot on. They see the share price fall hard and hold of on forming a view until the share price steadies... then they go ultra conservative with estimates to make the valuations fall in line.
Meanwhile SDA is about to fall out of ASX200 so every large fundies has to sell. Next comes every mid cap fundie who starts to buy! HAHAHA ridiculous!
Meanwhille we have the ability to add where we see value and take a 6 month view.
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