I just topped up at 426c, agree it looks cheap and has been drifting down on no news (after a good first half report). Wellington has been selling down their large stake over the last year (from memory), and last time I checked they were getting their timing exactly wrong with each tranch. The uncertainty of why they were selling and the stock overhang would have contributed to the negative sentiment on BVS. All the chatter from fundies I have read the last 9 months has been good, cash balance is healthy and COVID WFH should be a tailwind. Is now my 4th biggest holding.
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