Just a shout out to Wini for his great systematic analysis of Aerometrex yesterday and I can see he’s put in a $40k buy order.

I analysed AMX at IPO and found they were eye wateringly expensive, my framework said they were cheap at about 10c.

The past performance and cheapness table I created with the numbers available at IPO showed they were great stewards of capital:

Regardless of each person’s framework for figuring out an entry point, it was clear that patience was required. Interesting to now see a leading member starting to move.

At ~70c I find they’re still very expensive but will put more recent years of numbers in and see if they’re any better.