SP, i think you are spot on. Sentiment is the biggest driver for...

SP, i think you are spot on. Sentiment is the biggest driver for the looooow market caps of these companies.

You know, I had the same experience with AVB a month or so ago. SP was at 2.7c. I spent a week doing D/D trying to work out why it was so cheap - I couldnt identify it, so i bought at 2.7c. Three days later she's in T/H and 2-3 wks later im selling at 20c.

I suspect IFE and TRF may be in this similar boat. Investors are scratching their heads thinking - what's wrong?? all the positives are staring them in the face, but they are focused on what is perseved to be missing...

I dont expect the same sort of multiple rise, but i do think we are destined for near-term re-rating based on the fundamentals alone. And then you have the traders jumping in too.

fun times ahead!
Split