Appreciate your thoughts.
When you say sector, are you referring to all spec
stocks, spec MM stocks?
Some spec MM stocks hammered recently BOT EXL etc for their own independent reasons, I don't personally think this has a great deal of impact on IHL, they're all very different companies.
I'd disagree that money is broadly flowing out of the entire spec market.
Patience required, at the end of the day we're backing the management at these levels and it's not without risk, it will require time and capital. I'm encouraged but the past results referenced overseas, as with the quality of the medical board, hopefully they can optimise on what has already been achieved elsewhere. The market size on offer between the various conditions is attractive to say the least
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