It is fascinating to read increasingly positive comments about a turnaround in fortunes of this great company. The market is always fowrward looking. It is not the current result that matters, green shoots matter. Bush fires are essential to regenerate growth in the bush.
Has the company gone through a devastating bush fire and now green shoots appearing? The answer to that lies in understanding its model, remaining capability and forward strategy. For reasons posted here over the years I have an interest in the company, not necessarily from an investment point of view but certainly to observe the evolution of its model. However an investment could interest me but first need to figure out (based on limited information) intentions of the majority shareholder.
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