Another long-term BSA shareholder checking in here. As mentioned in this thread BSA's comms/foxtel business isn't really growing (although it has big upside exposure to NBN). The timing to diversify to HVAC was brilliant.
The HVAC is where the growth is, and at current prices BSA are an absolute bargain. I wrote a detailed analysis last month:
http://ausvaluediary.blogspot.com/2011/03/bsa-limited-bsa.html
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