I think many funds have been on board to a degree , but when you’re a top 20 on ASX you command more attention and investment . SP will still drop down in August if we don’t come in at higher end of forecasts and increase future years figures accordingly . But there’s an Amazon factor here that others have highlighted- there’s oceans of gold if RW can complete the global logistics dream. The undoubted stickiness of the software guarantees .
Good history review RFM . Analysts at IPO were peeved that Directors didn’t bend over for a lower SP that would have maximised stag profits . As for succession , it’s been addressed by RW at previous annual meetings . Whilst his passion remains undiminished , he knows he’s not immortal and has talked to internal plans being in place .
I think many funds have been on board to a degree , but when...
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