Ann: Investor Presentation - Webinar 28 January 2021, page-31

In the interests of full disclosure, I am out as of the 4C

The long term thesis is still likely in-tact, however the price dropped sufficiently (prior to today) for me to justify moving out, accepting a tax event and looking elsewhere for the meantime.

The delay to Daly rollout in major retailers was a factor, the current broader market conditions, and my predicted timelines for further company advancement. PFT still at the top of my watchlist.