BTR 2.86% 1.8¢ brightstar resources limited

Ann: Becoming a substantial holder , page-6

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  1. 4,264 Posts.
    lightbulb Created with Sketch. 1389
    Sorry to say that, but my gut feeling is telling me that this is a very interesting development!

    Thanks for the link: https://www.siebelsassetmanagementresearch.com/AboutUs.do

    What pops up! Low turnover, concentrated positions, average (AVERAGE!) holding is 5 years.

    Furthermore Jane Siebel is a women. Usually female with regard to investments tend to take more rational decision then male fund manager.

    These are no clowns but serious investors with a long term view.

    With other words: In their view BTR on these level seems to have an intersting risk/reward ratio. I am of the same opinion.




 
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