Jonathan Higgins delivered a compelling story towards GDC from both valuation arbitrage and growing market perspectives the only issue appears to be investors are not yet convinced, or prepared to push the stock too hard too fast. We like the thesis but would be nervous if the stock failed to hold the $1.75 area.
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Buy Hold Sell: The best and worst performers of FY25
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Monday 18th August – Dow +34pts, SPI down -53pts
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Friday 15th August – Dow off -11pts, SPI up +8pts
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MM likes GDC under $1.90
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