Spot on Budfox. Want to take a position but will wait for the CR as it will be discounted to whatever the share price is at. The market normally revisits the discount level at some point.
There may be a couple of entry points like this until growth is sustained and they become cash flow positive.
About 25% of the register is outside the top 20 as well. Lots of scenarios can play out here regarding share price movement either way to suit the big end of town.
Ann: Commentary on Half-Year Report, page-88
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