Ann: Investor Roadshow Presentation, page-50

Good discussion on the fundamentals. While I bought this on a fundamental value perspective (and in spite of my technical rules which say don't buy a falling knife), I bought with a long term view about POO and DLS is leveraged to POO which imo is at/near bottom.

From a technical perspective, my original position is there is still downside possible (as with all falling knives), and my view is its in the 36-44c region based on the following:



Should I have just been patient and waited for the technicals to support the buy - probably - but with a timeframe of 12 months the upside is more probable than the downside at this level (assuming my view on POO is correct).

Cheers, Sharks.