EGG
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5.60% $1.18 enero group limited

Ann: Change in substantial holding from WAM/WAX/WMI, page-11

  1. saintex
    4,204 Posts.
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    02/07/21
    09:39
    Post #: 54229019
    @LD99
    thanks for the article.
    Very interesting and useful article as the company has still a policy of limited communication.
    In particular interested by what they say about OB Media, given that it is the main earning driver at the moment. Apparently, there was no sign of slowing down for OB Media at the end of March when they did this interview.
    Main question for me remains why historical shareholders (Forager and Naos) are reducing their holding while the stock looks cheap.
    Last edited by saintex: 02/07/21
    EGG Price at posting: $2.60 Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 1  Upvote
    lightbulb Created with Sketch.  Great analysis
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