positive re-rating underway, page-6

Kudos to you Mike, I'll be the first to admit that after remaining strongly confident in the IOH team and their business model even in the face of a falling share price, I felt deflated when the FMG deal fell over.

For me it just reinforces how perverse stocks can be in relation to my own sentiment, as well as the market overall.

Having said that, we really need to see consistent buying of this stock over a few weeks or preferably months for her to get back to anywhere near what we all probably think is fair value. Let's hope today is just a taste and rusted on holders like us can finally reap a reward that is at least comparable to the potential that we all see.