Put simply sgr seems screamingly cheap but I don’t have access to the resources, insights or network to have a strong conviction, Rob Millner has as well as being a respected, connected & savvy businessman
Theres no chance he’d be putting money into anything like what you make sgr out as
The uncertainty is the opportunity, I’ve been through similar trepidations with Elders, Woodside, Telstra, Medibank, James Hardie, Harvey Norman, Downer, Codan & so on in the last few years alone, i expect this’ll work out as well but sometimes it doesn’t, if that risk is too much for you don’t invest but trying to compensate by trolling won’t get you anywhere
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