PBH is the same price it was almost 12 months ago. Growing into mkt cap post NBC deal. Doimg a great job of capturing mkt share - Should re rate.
BBT very early days in ASX journey. Getting a piggy back off others in sector. Room to grow.
BET had a Fixed odds roll out/Newscorp/TAH premium baked into the price. hasn't executed on any of it yet. Lost the premium. Patience now as mkt will want confirmation on catalyst/revenue before momentum returns.
Just my take.
Where is the bottom now, page-392
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