Iou Investment Approach

Am interested to hear what different approaches people have/have had to building IOU into their portfolio.

I discovered IOU via another HC thread (Z1P) in February.

I have been watching and building up my position since then. I expected the institutional investment (at 50c) to be close to the floor. How wrong I was.

I have grown in confidence watching their BNPL business take shape and sold other good companies (a little) to build my position.

What are people's approach to their IOU position?

I don't expect a massive run up for a number of reasons.

Are people holding back to wait for Q1 figures?
What will make people buy more? TA or FA.
What particular TA or FA...?