Haha, that might actually be a good idea. My first MRZ dollars...

Haha, that might actually be a good idea.

My first MRZ dollars were invested at IPO and plenty since that time so patience isn’t the issue. I’m also not referring to the last 2 weeks of management behavior but rather the last couple of years.

The structure is great and MOK has the historical runs on the board, that’s why we’re all still invested.

However, since IPO this company has moved at glacial speed. MOK is obviously focused on CIA and understandably this will continue to be his focus. But MRZ can be promoted much better, and it should be. Azimut are excellent partners from a technical perspective but their MC is also a testament to lack of promotion, it’s ridiculously undervalued for the success they’ve achieved.

In my view MRZ is still one of the best small cap structures on the ASX with a highly prospective package of assets.

I understand this is a tough market at the moment but we just been through a 2 year bull market and the company did not generate any new buying.