Im familiar with the other assets of both companies but WGO is looking pretty undervalued compared to STX in terms of market capitalisation.
Both however are quite undervalued if indeed this is better than waitsia, although i realise that is not a certainty. Taking profits from either seems a bit premature to me although I understand the attraction, especially for people who bought in recently.
Im optimistic that the high cliff formation will yeild positive results too, as so far the modelling has been exceptionally accurate.
Disclosure: hold both WGO and STX
WGO Price at posting:
29.5¢ Sentiment: None Disclosure: Held
