risk to reward, page-2

Agreed Finch. The fundamentals look decent and the current share price doesn't make a great deal of sense to me. The market is pricing the company for failure, so there's a real opportunity for those who can see beyond the short term volatility. I take solace in the strong cash flow, and am hoping that operational efficiencies will lead to profitable outcomes. Heck, a 10% improvement via rationalisation on net revenue of 30 million almost equates to the current market cap of the company.

I understand that long term holders are pretty unhappy with the SP. Dropping from $1 to 4c would make most people pretty upset. However IMHO management aren't to blame. REIT's have been hammered across the board. Unfortunately this one has been slammed harder than most.

The current situation isn't unlikely to change in the short term given that there appears to be a BOT off-loading at 4c. With few institutional investors taking positions in property trusts, Compass will likely continue to languish at these levels. This provides us with an opportunity to stock up, and await the inevitable re-rating if/when sentiment changes and sanity returns to the market.

PS - This isn't investment advice. Please do your own research.