Well, I've ridden it down this far and accumulated some more in the SMSF.
As you say news is a ways off, but if the video with Mike Kane is anything to go by and nothing has changed via some black swan event then all on track.
Reminds me a few years ago when market punished OZL on sentiment at 3 bucks and look at them now.
The company didn't have any negative news, just the market read into it what it wanted to.
Also I think as some of the other building supply companies are putting out minor downgrades we're being tarred with the same brush.
Nothing 100 percent guaranteed but I do like the spread of this company with US and our infrastructure.
As always it'll become clearer in hindsight.