Well......with less than 1 month of hindsight, I can say that...

Well......with less than 1 month of hindsight, I can say that @reggierabbit had it right. Wish I had sold earlier, but I was holding on to some hope of improvement re: the Xmas trading period. SP has now dropped around 25% since the 1H result and is heading further south IMO. The only question now is where is the bottom? Are we heading to NTA? (and that figure can move too if they burn the through the cash).
So where to from here? Dusting off my unreliable crystal ball and also looking at the company history pre-IPO, and the massively open share register (apart from Peter King and 2 other directors), I'd say that Catalyst or BBRC (previous owners) who know the business very well, could be looking for an entry point to take the business back into PE hands at this point in the cycle. But they will want a bargain.