Any new purchase at these levels will be rewarded, that is my view. For all the reasons I’ve expressed prior.
Skittish fundies that are underperforming, under pressure and fed up have other factors to consider. Shall we discuss these?
Lots of “if’s” in that answer/article. Let’s deal with the facts
typical “if” “when” mentality. Winners mentality is we can, we will.
Remember;
- Capital markets are open - This is along way down the road in LATAM and Zameen - capex will come down post all tech upgrades - Uruguay will bounce back from a lowly 3rd qtr - Initiatives are rolling out - shaun ain’t selling at 0.5x 1x 1.5x revenue multiple - Columbia is up and motoring now - Shaun talks long term -Shaun talk value creation for all shareholders
Whilst valuing this is hard, Ricardo and others have been recompensed at 5x rev
Goodluck to you Hunter. Careful what you read
FDV Price at posting:
26.0¢ Sentiment: Buy Disclosure: Held
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