HLF 0.00% 0.7¢ halo food co. limited

Gibbo, I do think your comment came from a place of sincerity...

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  1. 3,387 Posts.
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    Gibbo, I do think your comment came from a place of sincerity but it could have easily been interpreted as a sarcastic remark. Shame that he blocked you and deleted it. Despite that, I do believe he will be more in touch with shareholders than Danny Rotman. I have never been able to get in touch with Danny but I have been in touch with JT on multiple occasions — he's a genuine, v smart person and I think he will deliver during this next chapter for Halo, including for shareholders (but it might take time: i.e. ~1-3 years perhaps to get back above the 20c IPO price -> $80m MC). Arguably, at this point in the company's history, the risk is at the lowest it has been (NPAT was negative $8m in FY20) and the opportunity is the highest ($16m MC for $80m top line). On the other hand, integration risks, macro risks etc are probably at all-time highs. At a $16m MC, this is high risk — very high reward.
 
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