Hi Spatel, I am keeping an eye on Blue Bet, at this level of price. Still using the same approach of valuing only their Australian business. Did you see any research which tried to value just their Australian business ?
Among other names, still bullish on GQG Partners that I plan to buy post IPO if the price remains close to the IPO valuation.
Another name that I discovered this week (DDH1, drilling company). Price almost flat since IPO (March 21) while the company has beaten its prospectus forecasts and is quite cheap. Just discovered this week as their launched a bid on a competitor (Swick) at a low price.
