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Brace for impact ! Shorts are pilling up again !, page-79

  1. 106 Posts.
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    "The sales and settlement part is something that is impacted by macro or RBA"

    Also add in talent and execution of Marketing and Sales team in face of increased competition. Throw in Product on the shelf as well, as the LIC housing product is a concern in comparison to it's competitors imo.

    They had the Golden Ticket in VIC with little competition and a bull market. Cracks getting wider imo.

    HiddenValue spot on imo, risk of falling out of the 200 index is a real risk
 
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