NOV 0.00% 5.4¢ novatti group limited

I find it hard to argue with the Reckon investment given the...

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    I find it hard to argue with the Reckon investment given the 14m. It's clearly a win regardless of whether or not there is uptake from its clients of Novatti's services and PC value investor brain nailed it. it's also allowed this ability to leverage a loan at a reasonable rate and prevent the stock SP dying from another CR in which case you would be more frustrated. There was a lot of questions when it was announced post CR but I feel there is no debating it now, it's a win and an asset. Don't like it or it doesn't work out, sell it and we are up at a cost of 55c dilution.
 
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