IMS 0.00% 69.0¢ impelus limited

Disappointing obviously, but assuming it is an isolated incident...

  1. 360 Posts.
    Disappointing obviously, but assuming it is an isolated incident (and we don't have reason to believe it isn't at this stage) it will have no bearing on whether the company will be successful in 5 years time. Any short term SP fluctuation is just noise.

    If you are a long term investor and believe in the story then it's unlikely to have any impact. If the investment thesis turns out to be a failure in 5 years time, then it would have been a failure anyway. If you live and die by the short term fluctuations then good luck, but it has no impact on us long term investors.
 
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