Major Underperformer, page-3

Curious, some of you talk like SIG is dead in the water.
It appears a solid business. Does anyone actually have any evidence otherwise? For me it's not going anywhere and it just needs some fresh ideas which are coming.

I also think some of you are really overthinking/generalising the M&A hurdles of SIG with regards to the ACCC. The published merger guidelines might be a good refresher.

ps. for context, my perspective is that of a STT, and SIG for better or worse is attractive to me at these prices. Regardless, my opinions about SIG are my actual beliefs and even though I'm actually sitting on a huge loss RN, I'm not sweating this one at all. I would hate to be a LTH reminiscing about the $1 days, but at the same time, there have been heaps and heaps of opportunities to average down in the past few years.