I've done pretty well from following II and very much respect their judgement. I can also think critically and don't follow everything they say. I've got a pretty big holding in FDV and haven't sold yet. After reading the latest report I can't see the bull case at the moment. I'm not the only one frustrated with the way FDV have reported. They had some terrible quarters but chose what to report to hide them. It was only by comparing individual quarterly reports that you could actually see what was happening. LATAM is the area with the most potential but is currently struggling. I'm not worried that they won't turn around, I'm worried that someone will takeover the whole company for 30c before that happens. Why would someone pay any more than the whole company share price for any single part of it. We are absurdly cheap and with the low dollar we must be sitting ducks.
FDV Price at posting:
22.0¢ Sentiment: Hold Disclosure: Held
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