very cool niche. i think they (NBL) know their business pretty well. its a family company, so the potential is there for a takeover, and the Discretionary sector is offering good value. I have been looking at US data and some of the analysts over there are upbeat on the US recovery. NBL was and always is tightly held, and virtually no shares issued over the GFC period. That in itself shows some cred.
very cool niche. i think they (NBL) know their business pretty...
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