BVS bravura solutions limited.

Ann: CFO Transition, page-90

  1. 469 Posts.
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    You talked down all of the below companies with sell recommendations and a not held status.

    Nufarm Ltd (asx:NUF) at $4 now $5.37
    Brainchip Holdings Ltd (asx:BRN) at $0.66 now $1.03
    Crown Resorts Ltd (asx:CWN) at $9.19 now $12.35
    WiseTech Global Ltd (asx:WTC) at $25.83 now $45.36
    Dubber Corp Ltd (asx: DUB) at $0.98 now $1.18

    I just find it interesting how you choose to spend your time on HC being negative 100% of the time - often without insight, just negative for negatives sake. You have been correct about a few companies, but if every single stock you have an opinion about and don't hold is supposedly heading south, you are bound to be right eventually.

    Based off the sale of GBST in 2019 for $269 million that ended up being stopped by the competition watchdog - GBST had 94 million revenue and 13 million NPAT FY19.

    Comparing numbers to numbers for a takeover, Bravura would go for roughly $500 million, if you take pre covid numbers you're looking at around $800 million - $1 billion. The fact you're still talking down Bravura regardless of the SP means you lack any factual data or insight.

    Last edited by Gaz96: 08/03/22
 
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$2.21
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