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#Bull Case
What is this?
This is the equiv of Bill Beament moving from NST to VXR
Does help when Sydney Morning Herald is on to this too in the sponsored Bulls and Bears column
Unfortunately I missed this explosive move when I saw the news on Thursday
https://www.smh.com.au/business/companies/ovanti-catches-rocket-as-ex-zip-boss-signs-on-20241018-p5kjjx.html
Voting machine in full action versus fundamentals
I've started shifting attention to fintech from pretty much everything else including mining and health (unless there is a fundamental disconnect in valuation) so this is interesting to me despite what the fundamentals say.
Not held unfortunately.
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