That's the problem with being a shorter. It is can be very painful to be early, even if you are right!
RE: ALU - We've definitely seen a bit of multiple expansion given the very positive results and outlook. I reckon this could go to 40x past earnings/35x fwd earnings quite easily. That would put us around $12.50, so there's still a bit of room to grow which is nice. IMO DYOR
ALU Price at posting:
$11.46 Sentiment: Hold Disclosure: Held
