EGG 8.47% $1.28 enero group limited

strong top line, with almost no cost increase, page-25

  1. 4,399 Posts.
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    Discussed today on Aus Biz.
    Not much from their discussion.
    They seem to have a limited knowledge of the story around OB Media.

    One fair point : they say that the stock has a limited liquidity.

    Given the last known trends for revenues and costs, difficult to have a negative case on this stock (unless there was a major reversal during H2), in particular at this valuation.
    My only question is still to wonder why OB Media is classified as a non core business.
    Last edited by saintex: 02/08/21
 
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