To be honest I haven't purchased more as I want to wait until H2 as we are not insiders and we don’t have all the info (also I’ve purchased other stocks). The selloff was due to a big bank (don't remember the name) changing its recommendation.
I imagine thay are having some troubles with their expansion in the US so I want to have some info about that.
My investment horizon is at least 3 to 5 years (except special sits) so I’m not specially worried seeing the stock down.
Interesting writeup. What's your thoughts on the share price now? Is it enough margin of safety for you? Did you average down?
To be honest I haven't purchased more as I want to wait until H2 as we are not insiders and we don’t have all the info (also I’ve purchased other stocks). The selloff was due to a big bank (don't remember the name) changing its recommendation.
I imagine thay are having some troubles with their expansion in the US so I want to have some info about that.
My investment horizon is at least 3 to 5 years (except special sits) so I’m not specially worried seeing the stock down.