The number were pretty decent from Jan-Mar (rev outperformed what I expected anyway).
Yes i understand the inflation doom , I'm of the camp we have both onshore and offshore issues incoming (Rents and Bus Services locally, food costs exacerbated by a decent oil price and weather... ie Coco is out of control at the moment). External Inflationary pressures also. So overall I am of the camp that we arent out of the woods either (things are stable locally at the moment), pain is also on the way. What I'm saying is the timing for the Bear View may be incorrect... Being early and making no money is also as good as being wrong. Capital preservation is important (first and foremost) but missing the bull runs matter also.
This is coming from someone who was holding BBUS for the inflation reasons and P/E at the time (I realised the error nearly 7mths back) . All im saying is neither the bulls or bears should be so sure of themselves,
Agree with the upcoming risks for the most part .
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The number were pretty decent from Jan-Mar (rev outperformed...
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20 | 380448 | 2.080 |
Price($) | Vol. | No. |
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