Ive had a few chances to purchase ARB at some great prices over the years including $2.40 in the GFC and around $11 during early stages of Covid lockdown. Could this be another opportunity? A fair bit has happened since then with founder stepping down and the changing face of vehicles on the road, so I have a bit to catch up on.

I’m not worried about the ebbs and flows of currency and factory capacity which is spooking the market now. More central to my investment will be long term trends in vehicles on the road, that could impact their market position. For example will they be making parts for Teslas and Chinese vehicles? More to come once I dive in

Theres so many opportunities presenting themselves at the moment. Greed is kicking in. Good time to be a Strawman member!