Irrational exuberance works both ways.! I'm inclined to believe that a poorly handled dividend cut (which could/should have been flagged in the 26Feb annual report) plus a strong whiff of insider trading and the possibility of TTXPA conversion/dilution have combined to spook a shareholder base already highly cheesed off by the disgusting (but now much reduced) performance fee. Behind all this are two fundamentally sound businesses & despite the screw ups, I'd agree with the thread title.
HDF Price at posting:
33.9¢ Sentiment: Buy Disclosure: Held