ZMI 0.00% 1.1¢ zinc of ireland nl

Good Shell?, page-9

  1. 14,059 Posts.
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    I'm of the mind that market cap does not matter (within reason) when buying shells. Quality of managment and timing is paramount.  
    Option A) A$5m shell with management which has skin in the game, track record of delivering multibaggers and announced that they will be delivering a tech acq.

    OR Option B) A $2m shell which may acquire a tech at some point in the future but could be months or years away...or perhaps never.

    To me Option A is a no brainer.

    Timing is everything.

    I hold one on your list.

    Edit note: Apologies for formatting. Typing on mobile.
    Last edited by DrSeuss: 25/07/15
 
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