Seems like a logical Trump trade
Seems like institutions don't agree
BlackRock still has 900K left to sell. Van Eck has completely gone
[held]
A rare special from Bell Potter
Been quite hard to find any broker report
I did top up here but not in real life since I think maybe price is not right yet and appears a few index funds aren't done selling since it is now below the magical $1bn
[held]
Going through the AGM slides, interesting that there is no mention of moving into the industrial and data colling space
I would think PWH has the capability to move into the industrial/tech arena for cooling but they haven't and instead prefer to focus on what they are doing now (A&D, autosports, automotive).
If management can't see that as an opportunity, that could be a thesis breaker.
Maybe the new facility migration is proving to be a distraction?
[held]
Would be truly gobsmacked if someone or a group was selling purely because they knew the CFO was about to retire and there was nervousness about transition process. Selling on the basis of inside information?
If so, then this is pretty unfair that someone has taken pure advantage of this information that the rest of the market was unaware of. 
Seems to have done a recovery but will have to see...
I guess next time if I see this happen to something I hold, I know where to look...
Probably fully priced
[held]
After hours announcement of FY24 results.
Prepare for some cheap shares since it was after hours.
[held]
In case no one noticed, about a weeks ago this appeared on the news
Now shares are back above $12! And possibly even more expensive than when the report came out
Hard to predict prices these days.
Out of curiosity, anyone got access to that report?
[held]