Pinned valuation:
17 October 2025
$1.35 valuation as a placeholder, because the thesis underpinning my earlier valuation is blown.
There is no analysis supporting this valuation. It is the price I got for my shares this morning.
8 August 2025
I've slashed my valuation based on today's train-wreck revenue number. See today's straw for the details. I'll take a harder look at the valuation after earnings season.
A$2.19 (A$1.88 - A$2.50)
15 May 2025
See today's straw for detail.
A$3.48 ($A2.98 - $3.98)
(I should have rounded to $3.50 ($3.00 - $4.00)... never mind.... leaving it to be consistent with the Forum Post.
That analysis is good enough for me @mikebrisy, I’m out too. One of those ones I’ve been holding so long I can’t remember my original investment thesis (or, more accurately, my original FOMO-buy-trigger-impulse).