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Am interested to hear what different approaches people have/have...

  1. 689 Posts.
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    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...?
 
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