BLY boart longyear group ltd

bly risk

  1. 8 Posts.
    The only real risk now for the 1.5 and above holders, is a TO.

    Market is recovering, not doubt, still a bit concerning but recovering.

    The shape of the company itself, as I said in one of my previous emails, just excellent (OH cost reduced, good ERP implemented, tax optimisation model implemented, excellent drilling equipment ect ...).

    The thing is, as soon as we have all the positive signals from the market itself, BLY will become a target. And thats not so good in the current situation.
 
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Currently unlisted public company.

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