Ann: Suspension From Official Quotation, page-37

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Melways

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26/03/18

13:42

Post #: 32026153
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Originally posted by goldbear77 ↑

i wouldnt alarm yourself unduly

retail investors might bet dissuaded and instos with no knowledge or exposure to the stock. people with no intention to buy will mutter like all uninvested gossips with an opinion to share

but those likely to buy a stock like BUD see things like this as possible buying opportunities

if it was happening with a lot of air in the tyres it would be a different issue - but there isnt

its trading in similar market cap to YOJ with a lot more contractualised income, bigger relationship span, 3 yr annuity streams being built, proof of relationship building and value perception in cases like thor and digicel/nestle etc

but there's a difference between big cap smalls that should be small and small cap bigs that should be big

most rabble rousers have an indifferent idea how valuation works nor what separates a stock that will build momentum vs those that are one off sugar hit wonders

one of the things that separates is sophstication of mgt in its business plan, positioning and evolution

people without experience - particularly in senior management - tend to be unable to tell chalk from cheese in that respect.

thats not to say this is risk free investment. but it has considerable upside risk vs relatively marginal downside risk on what has been disclosed.

never take anything for granted ofc

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My guess is the aware letter will be in relation to the Nestle agreement and the fact that no minimum figure was released. Surely Neslte would or could flag a rough figure of how many Ohm units they will be installing across all their sites.

BUD Price at posting: 16.5¢ Sentiment: Buy Disclosure: Held
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0 Great analysis

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Ann: Suspension From Official Quotation, page-37

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