I think it's too early to call what it is at this stage,...

I think it's too early to call what it is at this stage, although it's been a bigger sell off than I initially anticipated.

I agree with deadfish re being wary of IPOs and the time needed for reporting periods.

Even then it might be hard to assess. For example they don't intend to pay dividends unless they successfully exit a business, and they've flagged they'd like to buy ownership stakes in other businesses. So the financials might be lumpy at times.

It will be interesting to see how a new CEO goes, although it appears to be an experienced board.

Happy to watch and see how it unfolds from here - gltah.