I think where the HC mob get unhinged on Simons strategy, is...

I think where the HC mob get unhinged on Simons strategy, is start ups some times try and fail however, DGL is not a start up business as it was established and has run successfully since 1999. Organic growth is always a quite a slow process for growth however growth by acquisition is by far a speedier process, though it does take time to integrate the bolt ons.

Simon, no matter re his poor woke social skills has built the company on solid foundations. He is also the top holder and owns over 50% of the shares, how many directors back themselves like that? Further, not like some other companies where Directors have sold shares, he has added.

Just some more info on your mention of Brad Jacobs (see image below) which is a great comparison by the way thanks for that. I have also included a snippet from the DGL website with Simons vision from the start.

I look at it like this, we have 285m SOI (low count) and MC 165m very low for a company of this calibre, PE ratio 10 which is also quite low, and well below book value .725c (Information from Market Index). Imo this is a Buffet style buy right here, I just wish I had bought all my holding at this price lols, but happy to average down in such a solid company. Unfortunately due to the low liquidity (due to low SOI) price action can bounce around a bit but hopefully gets some upward momentum on the next report.