I came in 19 months ago and have watched a good business be degraded by poor deals and even poorer execution. there's a management team in place that couldn't coordinate a craft beer in an inner Sydney pub, let alone the integration of four distinctly different businesses.
I've reduced my exposure in some respects but I'm sick of taking a never-ending bath on this. A shitload more honest transparency would be a good start - the big shareholders are treating our funds like their personal plaything rather than an ASX listed investment.
It's not a tech business, it's a logistics business, and DT and the Good Times Gang need to stop pretending otherwise. There's a viable business model in there, but it's going to take hard-headed operators to find the value and return it back to us investors.
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