Ann: Market update, page-9

Totally agree RW. Fundamentals are clear for this business in my view.

I work in supply chain and the post-COVID mobilisation has been tough. The on-off elasticity just isn't there now that we are a global supply chain and this has clearly been felt in all industries. Not to mention COVID shutdowns - which are still occurring, albeit they are now being much better risk managed than before.

This is a great Aussie success story. Unfortunately bad news with good businesses provide great opportunities. I picked up another parcel today.