Ann: Doctor Care Anywhere completes Security Purchase Plan, page-6

Investors ‘ignoring’ opportunities in ‘extreme’ sell-off: Perennial Partners

“There is a portion of our portfolio who have been the hardest hit, who are not cash flow positive now but we have them forecast to be in 12-18 months.”

Mr Smith said in many cases this sell-off is also unwarranted, highlighting Dr Care Anywhere (ASX: DOC) as one example of a company that has dropped by more than half since hitting $0.63 in January.

“It’s been quite extreme, the sell-off at that end, and that’s where I’m seeing the most opportunities. We’re really adding to our positions at the moment in this weakness.”

Mr Smith said he and his team undertake an arduous research process that includes looking at any structural issues (positive or negative) in the industry a company operates within, then the balance sheet strength of a business, underlying margins and the team’s forecast versus market expectations.

https://*.com.au/news/investors-ignoring-opportunities-in-extreme-sell-off-perennial-partners/