Article from the AFR

https://www.afr.com/street-talk/software-player-energy-one-subs-in-lazard-australia-on-defence-20250421-p5lt73

Behind paywall. I'm assuming the article is about setting up some sort of defence from takeover.

[held]

Earlier last year I sold CMM for EOL.

Thought it was a great move until I saw CMM hit the all time high of $7.90 this week. Not sure how that happened.

So overall it was a bad call selling CMM which is the least followed stock (and possibly the most "hated" stock on Strawman) versus the more popular stock Energy One.

Goes to show some mining companies can sometimes be better investments than tech companies.

Meanwhile I'll need to do further research why EOL still feels unloved.

The only thing I can think of is their exposure to Europe which I think is still a "dud region" for energy and technology markets. I guess the past cyber hack doesn't help either.

[held]

Any reasons why Topline capital been selling?

Seems pretty silly now the price has trended up