I think Mr Market has cottoned on to the fact that Crescent are...

  1. 33 Posts.
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    I think Mr Market has cottoned on to the fact that Crescent are finally taking moves to realize their investment, which has been to date a disappointing one for them.

    Croasian is still holding because 3 or 4 years is not long for a patient value investor to wait. The "independent" recommender also noted, despite the cost of the split private equity are not known for being long term holders of businesses.

    The business has suffered setbacks, some no doubt through Crescent's mismanagement but also through the construction slow down. I am waiting for the Pump stage of this private equity shitshow and still think the stock is undervalued.

    GLTA.
 
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