The reaction to the SP today was more severe than I expected. Not surprised to see it edge up at the end of trading.
I suspect the information provided is largely as much as the company has to share. It is often a lengthy process to detect exactly what has been accessed in these situations depending on the system design and the exact nature of the breach. A company that makes money from information should have good defences in place. And the ability to get back to normal operations quickly.
I am still showing a buy at these prices. My logic: I am impressed with the cash generation and growth over several years and future growth opportunities. I made a small top-up today to round out my holding.
All IMO DYOR
IPH Price at posting:
$7.50 Sentiment: Buy Disclosure: Held
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