LYL 1.81% $11.41 lycopodium limited

Ann: FY2024 Investor Presentation, page-14

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  1. 16,938 Posts.
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    "Without getting into a debate about where LYL stands wrt "fair value", all I can say is that for a business with lumpy contracts and even lumpyer P&Ls, such a dramatic reaction to one annual account, which did not indicate anything negative at the top line (that I can see), will just as dramatically react in the other direction to any somewhat positive news in the future."

    You said in a single sentence (albeit a long one) what took me, like 10, paragraphs to say.

    .
 
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