it was really painful to see it drop from 0.51 and wiped out all the gain and went up half way and wiped out again at the back of war sentiment. on the other hand, boss is on the media talking about medtech/china collab while share price going south.

last time used to have one person by the name of warren time. his strategy is good. Go up, rebalanced and adjust the avg price lower to fight qr instead of holding the running profit to fight qr. Chances of winning by betting on a good qr is not high.

the setback in last year performance came from Q1 and Q2. Its none other than the manufacturing segment. Manufacturing revenue (depending on product mix) seems not to be able to cover the manufacturing segment fixed cost resulting in the 8mil hit last year. Boss has been talking about medtech orders and China collab for the manufacturing space. We will know in the coming Q1 results. The good thing about this problem - it is not a structural thing but rather cyclical.

Boss just have to fix that manufacturing segment and it will be all time high annual net profit in the making. As the semicond upcycle has begun, the cyclical manufacturing segment should reflect the results accordingly. Well, just my own assumption given the manufacturing segment revenue for the last 2 fiscal years and its segment profit - pointing to product mix margin and fixed cost, product mix driven by cycles if you will.