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Did the investment thesis change between when you invested at...

  1. 3,606 Posts.
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    Did the investment thesis change between when you invested at $17 and now?

    Curious to know.

    For me it did not but it is more compelling now due to a big margin of safety, compared to at $17 where it was trading at a high growth stock with PE multiples akin to an A2M for example.
 
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Last
$4.51
Change
-0.045(0.99%)
Mkt cap ! $1.638B
Open High Low Value Volume
$4.54 $4.60 $4.50 $1.145M 252.1K

Buyers (Bids)

No. Vol. Price($)
22 3641 $4.50
 

Sellers (Offers)

Price($) Vol. No.
$4.51 8202 18
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Last trade - 11.20am 26/06/2025 (20 minute delay) ?
WEB (ASX) Chart
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