Will weak oil price damage IMD?, page-3

  1. 13,097 Posts.
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    Hard to see them gaining too much commitment from the market when one of their core business units, which makes up 43% of the previous qtr's revenue reads: The Company continues to monitor the impact of the changing oil & gas operating environment to ensure its strategy remains appropriate.

    Other than that, not bad reading. Really just a question of how much the oil collapse is already factored into price - similar to MRM. Bit of a guessing game because if it stays lower for longer then AMC becomes a drag and the market will possibly discount the sp for possible structural change at the company.

    Sorry, should read Not Held.
    Last edited by Anton Chigurh: 16/02/15
 
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