based on the current market climate and overall sentiment we will not see any significant rerate. despite looking at positive micro for dw8 we also have to factor in macro.
as they say.. dw8 is getting voted on in the short term but in the longer term dw8 will be weighed up. fundamentals will support the rerate i.e. breakeven, positive earnings, significant supplier etc..
increased revenue whilst we make losses may not mean much in the meantime.
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