Holding on to old news...decks been shuffled and out with the new cards. You only have to stand back a bit from this to see the bigger macro.
Put Eco to bed in the conversation...it's done N dusted. Holding onto past events is no good to move forward. Have to let go of what's behind.... to reach what's in front.
Theres a direct path here if you can see it...this could almost be a quasi tech/mining growth stock...as vinfast is a start up in reality. If they fly, which could happen with an alternative for the masses as opposed to Tesla for the wealthy, and the deal is pretty much done, then BSX flies. I would back mass production as opposed to niche market. Hyundai was the cheap alternative a few years ago and look where they are.
Ten yrs from now what will the market look like?
If you want to support BSX, lobby Vinfast to send their cars here to Oz and buy one.
BSX Price at posting:
15.5¢ Sentiment: Buy Disclosure: Held
