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looks like, after a decade being down double digits, we finally might get our money back...... https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02835804-6A1219439&v=fc9bdb61fe50ea61f8225e24ce041a0e155a9400

Big day.

Stock has gone on a rip since the Jan lows (up ~65%) - curious if people have updated thoughts. On my end, I think 2024 will be a great year for the company. Competitive environment in e-comm seems to be increasingly more rational (i.e. checks say ad and incentive spend hasn't gotten crazy, and fees seem to have gone up), and gaming seems to have troughed. Stock still seems cheap if you look out a few years (though major assumption is on the terminal competitive environment)