BOL 0.00% 14.0¢ boom logistics limited

Agree,There is some irony in investors placing more importance...

  1. 1,062 Posts.
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    Agree,

    There is some irony in investors placing more importance on net profit instead of free cash flow. They can stil grow at adequate growth rates if they lease. I view this as the way forward for the company. Its possible their is supply issues here given how tight the hire equipment market is. Time will tell. I cant see this discount to tangible book value lasting. Potentially an activism play also.
 
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