Perhaps it is a buy the dip opportunity. I'm only arguing that a little more transparency is required, given the potential implications of this.
Garry has been wrong before - remember the insurance claim on the newly purchased AFSL? We were supposed to get $2.5m back (and Garry was very certain of himself on the call). Then it was delayed. Then it went to court. Then it just vanished - SEQ got nothing back. Nothing against Garry, these matters are complex. But I can't take him 100% at his word given the history and complexity.
Also, I'm not sure the AFSL owner having an issue with a licensee can be categorized as 'irrelevant'
SEQ Price at posting:
29.5¢ Sentiment: None Disclosure: Not Held
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