Why the hell is this price dropping, page-39

Speaking for myself only, I'm nervous that the cost of winning revenue seems to be growing at much the same exponential rate as the revenue. I won't be buying more until I see the ratio of cost to revenue on a clearly improving trend. I think it will (which is why LVT is a hold for me and not a sell). But I think the sp will drift down or sideways until there is evidence that the cost of revenue is falling.

My opinion only - DYOR