Ann: Half Year to 31 Dec 2021 Investor Presentation, page-43

I also offloaded a small parcel at $18 before the first run up to beyond $40.

I last bought around these levels a couple of years ago. The shares have roundtripped a couple of times from the 40s to the 20s.

It’s a little unnerving when it is your second largest holding, but I have always had confidence in Aram and his team, so I have just kept holding through it all. I hope my faith and persistence are justified in the fullness of time - given the stomach-churning ructions elsewhere, I need some wins!