I think there has been an issue for a few years now that the STI and LTI plans for the senior executives are very generous. That being said they continue to deliver and have been a very stable group whilst DD was focussing on his Racing Cars. While I continue to see Vlad in particular stepping in at regular intervals and buying the stock I will feel OK with the rem plan.

@BoredSaint , my view is DDR will benefit from the AI spend but not in a first-order way. The companies that are benefiting in a big way hold IP, while DDR acts as a reseller. So those with a defensible place in the semi value chain, so I hold TSM and ASML, but you could hold others like NVDA, AVGO, to a lesser degree, memory, etc., very little quality exposure to this theme in Australia imo. Hard to see DDR getting explosive volumes and margins like the others, but AI still should be a tailwind, and maybe a significant one.

held for daughter in trust, until Albo has his nasty way anyway.