Short Term Trading Week Starting: 11 Dec, page-58

  1. 11,416 Posts.
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    nice tip....WFE is probably the stock i have highest conviction in. It has been a textbook example of a turn around, confirmed by the appointment of Jason Brewer.
    "where does WFE lack?"......most likely market sentiment, which hasnt fully turned, and, cash levels arent high. But it is being turned around quickly, with firstly the cobalt project as a small, easy to digest bolt on, which i believe is basically a foundation for the company's recovery. Clearly, Jason Brewer didnt come aboard just for this project, i suspect there will be lots more to come once he has dealt with the latest deals for 4CE and VEC, both of which would have admin and technical issues to tidy up...... Its evident that WFE will be next
 
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