Thanks for sharing your analysis, I've been accumulating this beauty over the last few weeks and now it's up to maximum 3% of my portfolio.
Agree on all points, the only negative I see is if ACCC rejects their purchase of Adore fertility & Day clinics, regardless I believe a negative outcome is already priced in.
What I really like is the decision not to dilute shareholders by continuous issue of new shares (last 8 years)
VRT Price at posting:
$5.31 Sentiment: Hold Disclosure: Held