i reckon short term catalysts will be the full year results announcement......dividend set for payment.....and then then any clarity given on separation costs /final tax bill....and importantly the final capital return to shareholders.......so watch out till August.....
also in my view there is a strong element of tall poppy syndrome the way the other analysts and fundies have attached the worked PPT has done.... PPT still has the best total historical recrod on returns....even in the intelligent investor video where the fundie Forrest bags out PPT.....he acknowleges that they had the best record and how for over 50 years they beat the index in the returns they have provided to shareholders.....
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i reckon short term catalysts will be the full year results...
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