We’re on a journey18 Aug 2022 12:57
I think there is a great opportunity here
we know we are transitioning from a difficult period - hence the sp is where it is and still reflects all the past issues- that’s what makes this a really exciting opportunity- it’s still priced to fail but results have shown we are making really good progress imo
My interest is not where we were - but where we are headed - markets are forward looking
these issues should start to disappear in the rear view mirror based on growing underlying revenues and profits which are also weighted to H2
next year debt should be substantially reduced
dividends and share BUY backs can come into play once debt is reduced
we are looking to enter high value AI driven contracts
If the sp already took account of all of these already then my interest would be less
I’m invested with all these factors in play but not imo reflected in the sp
All to play for