You are correct that most who hold POD are aware of it. I’m not convinced that their prevailing thought process is that it is of little consequence to the point it is dismissed as a “what does it matter”. Moreso - for me anyway - “why is this dragging out and why no update?”
If you are of the mind that the SP should be looking at least a little healthier than it currently does - taking into account all other possible influences - then any analysis as to why it isn’t must include the EV separation. Whether it may - or may not - move the needle on the SP remains to be seen because it hasn’t happened. It would simply be nice to have it removed from the equation, surely most would agree with that ?
POD Price at posting:
12.5¢ Sentiment: Hold Disclosure: Held
