Forum Topics PNV PNV Strawman

Pinned straw:

Last edited 4 months ago

Oh @Rick - ye of little faith! ;-)

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Rick
Added 4 months ago

…and I said I wouldn’t sell any! :)

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Rick
Added 4 months ago

OK @mikebrisy…so I did sell a few small parcels in PNV, CDA (Strawman and IRL) along with CBA and NAB in real life, but it was for a very good cause! I bought some Audinate shares which I didn’t hold previously! Just a little diversification and my faith hasn’t wavered in PNV or Father Christmas…whoops I mean David Williams ;)

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mikebrisy
Added 4 months ago

@Rick good choice! So I guess you are responsible for $AD8 being up solidly on another day with a sea of red for the market.

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Rick
Added 4 months ago

@mikebrisy, Audinate didn’t start well today, and now there are no takers for my $14.81 bid! ;)

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mikebrisy
Added 4 months ago

Well, @Rick , your patience has been rewarded.

I got back in on the recent pullback, having foolishly sold out in Jauary at $17.28, and am pleased now to have an average cost base of $16.50, Perhaps I should have been more patient, but down the track I think things will work out well. With a 5.3% position, I think that is quite enough, given where it's at.

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Rick
Added 4 months ago

Where are you @mikebrisy? I’ve been waiting for your take on the trading update. The market is all over the place and is waiting for your lead! My view is the revenue is slightly above analyst consensus ($104.8 million compared to $103 million) so the news should be positive for the share price today, especially in a strong market! Thoughts?

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Arizona
Added 4 months ago

@Rick All over the place indeed. SP ducked down to $2.26, with a current high of $2.53906dce0bbd99bf8dbec55680eadaec5a3cd61c.jpeg

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