Nice post and can't agree more. Appreciate reading your input here and find the content very informative.
After jumping ship from KRC and comparing both TMT/ AVL this was the exact reason why the pick was TMT.
With low SOI and from listing to PFS in 18 months without having completed excessive and diluting credit raisings. It's not very often you find a stock which has hit it good right off the bat!
Ann: Appendix 3B, page-8
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