Thanks for your insights @T.E.P.
I'd be surprised that the three companies named would provide such information direct to Macquarie. As stated in the downgrade "In recent discussions with industry contacts, Macquarie has....." Industry contacts are not specifically the companies themselves. The risk of APX's biggest clients taking AI inhouse has been looming in recent times and likely already factored in to the price prior to the downgrade.
Furthermore, I'd be surprised if Mondrian didn't undertake sufficient DD prior to their recent buy-in.
GLTAH (and non-holders)
Thanks for your insights @T.E.P.I'd be surprised that the three...
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Last
44.0¢ |
Change
0.010(2.33%) |
Mkt cap ! $98.12M | |||
| Open | High | Low | Value | Volume |
| 43.0¢ | 44.5¢ | 43.0¢ | $244.4K | 558.2K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 84861 | 43.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 44.5¢ | 113267 | 5 |
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| Last trade - 16.10pm 26/07/2024 (20 minute delay) ? |
| APX (ASX) Chart |