BTI bailador technology investments limited

I went to the AGM. Suggest see slide 23 in articular re the...

  1. 2,898 Posts.
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    I went to the AGM. Suggest see slide 23 in articular re the revenue growth and the comparative earnings multiples. The right hand side of the individual stock panels shows approx. realisation date.
    I am still not convinced re the IKEA look alike BROSA. It is for Australia only markets only.
    There is going to be some lag in SP verse NTA for a while (2 + years) IMHO because there are many smaller shareholders seeing quicker returns elsewhere.
    They saw $12.5 m destroyed and they said they 'have learn't their lesson and won't do it again'.
    Siteminder is the wild card and they could 'get out of jail' if that one goes as well as they hinted.
    Last edited by skinsy11: 25/10/17
 
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