Hi all,When the tech wreck occurred and certain U.S. tech stocks...

Hi all,

When the tech wreck occurred and certain U.S. tech stocks sold off ~30%, I judged those situations to have >30% upside much earlier than DGL, hence I hit the bid, sold ~1.2m shares, and switched. Basically, when DGL was at 53-55c it would've required DGL to trade at 69c-70c, so I deemed it more likely for the U.S. stuff that I watch to climb 30%, much faster, and at higher probability - relative to DGL and other situations.

I am still watching DGL and I am not going to talk bad about DGL just to get a re-entry.

I thought the FY24 results were fine - in line with what we all thought. When I dug through by segments, I saw Chen Man. generate 2H FY24 EBIT margin of 14.49% (higher than I penciled in). Environmental was poor - we all know that. But also EBIT margin in logistics declined to 3.6%.

Looking forward, a movement in DGL's share price from 49c to 54c does not take much, and I fear I am going to miss out on gains. But then again, one should be indifferent where performance comes from (DGL or any other investment).

I'll keep my mouth shut for now.