I don’t mean to be rude either Bulky, just voicing my view. Also I have been reading the last annual report again, but to me it looks solid?
Has there been any drastic changes to hinder BVS going forward? A good acquisition in Delta since then, signing a 7 year contract with aware super. Management just stated 2021 could be ‘flat’ due to covid and brexit headwinds. The report looks solid though. I get management have said nothing in response to a SP tanking but a lot of great companies drop 20-30% from fair value for no inherent reason. Some companies go 50% above fair value for no inherent reasons too, it swings in roundabouts. I guess I’m trying to play devils advocate a little too.
BVS Price at posting:
$2.90 Sentiment: Buy Disclosure: Held
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