I doubt it, credit squeeze is more for retail rather than institutional where the deals are done. Number of retail investors who borrow to invest in shares is pretty small.
The caution re H2 is valid, BFG is still a very cyclical business where global confidence is vital to keep the wheels turning. What happens in Australia is insignificant in the scheme of things. What happens in China, the US or Europe will have a greater bearing on BFG & the majority of it's business.
BFG Price at posting:
$1.09 Sentiment: Hold Disclosure: Held
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