TRI 6.25% 3.4¢ trivarx ltd

AESIR Capital, page-9

  1. 79 Posts.
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    Jack wouldn't be happy with how events are unfolding. He should distance meb from Aesir in my view but that may be easier said than done.

    The danger is that funds like Fidelity might start to sell all stock that is associated with Aesir. I doubt that will happen but one can't rule it out in this environment.

    Might be a good opportunity to wipe the slate clean and engage a US adviser to make transition meb to the US where we would see better valuations. Any thoughts?
 
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