Solid result and nice run today. I'm sure i am not alone in breathing a sigh of relief today as the run from the pre-cap raise 79 cents down to the mid 40's was starting to bite and my confidence starting to wane. For me the most pleasing aspects outside of the 272% was the N3 team starting to hit the board (as you would expect from a proffessional sales organisation. 4-6 months since onboarding is where you numbers should start to drop and they delivered) and the mention of AI spark customers in the USA. This is news as far as i am aware as the initial release note only mentioned signing pilots in Aus before rolling the program out in the USA. i topped up at 47.5c today . I believe that notwithstanding external shocks to the broader market we should see upward momentum toward 60 cents next week as this result represents a significant de-risking.
LVT Price at posting:
51.0¢ Sentiment: Buy Disclosure: Held
