After the Origin Energy announcement I expected the stock to re-rate to 10 cents ($45m market cap) which still puts VIV 1/3 the price of BUD.
I see VIV as a rubber band that has been stretched too far in one direction (to a ridiculously low share price) and one of these days it's going to snap back to proper valuation. When it happens, it'll happen fast.
Quarterly Thoughts, page-13
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