You got nothing to lose holding both SVW and BLD, but BLD is a cynical business and eventually Seven will owned it outright next down turn
BLD make much more strategic sense in Seven hand once they move on it for 100% ownership.
I dont think it will happen in this cycle, they probably stop the accumulation at 60% and sit there and buy their time and then next down turn they will pound
Ann: Change in substantial holding, page-12
-
- There are more pages in this discussion • 17 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)