A few points to consider. The ICT business over the next 3+ years will see little growth and a good chance with the impacts of the pandemic actually go backwards. Hard to know exactly but $110m now as opposed to a high risk strategy to hang onto the end who knows. I have sat on Boards and this is a business risk question. Secondly the Artisan business is a big opportunity and providing it is executed well (another business risk) VTG should be a target for consolidation or acquisition at a considerably higher valuation on the Artisan business than today. Meanwhile shareholders will get a big pay day now and hopefully a strong upside in the next few years. Anyway just a few thoughts. When the Board pulls together the EGM paperwork hopefully these questions will be answered satisfactory for shareholders.
VTG Price at posting:
88.0¢ Sentiment: Buy Disclosure: Held