BCC beam communications holdings limited
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Don’t second guess V. Trust the research and play the long game...

  1. Access2020
    1,828 Posts.
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    02/12/21
    08:51
    Post #: 58012086
    Don’t second guess V. Trust the research and play the long game - and ensure you get the CGT benefit. No one can time it perfectly and while no one saw a CR coming, we are now extremely cashed up to accelerate VALUE CREATION. I have done some preliminary work on the CR and what it could mean which I will share in time.

    In the meantime this is a macro ‘buy the dip’ moment IMO. JPM came out this morning with a good note providing useful context - worth a read.

    https://hotcopper.com.au/data/attachments/3854/3854026-9c3e85d5e96485d4c1e2ca6cec4fa391.jpg
    https://hotcopper.com.au/data/attachments/3854/3854029-f53e1e7c530152fdf10c110152b33cf1.jpg
    https://hotcopper.com.au/data/attachments/3854/3854032-8d50dd10010aced9138aba7f5ef94011.jpg


    https://hotcopper.com.au/data/attachments/3854/3854035-6e1a6a5b9b1eff91f0e4ac07a4949d8f.jpg
    BCC Price at posting: 39.3¢ Sentiment: None Disclosure: Held
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13.0¢ 		Change
-0.015(10.3%) 		Mkt cap ! $11.23M
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14.5¢ 64808 1
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