What is the future strategy of Solvar?, page-44

  1. 7,833 Posts.
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    Stating the obvious, but I think the legals need to be sorted and macro needs to pivot to easing interest rates. Hard to see it re-rate with the current backdrop, not an area people want to be.

    I have not heard or seen anything that might be affecting the company specifically, for instance unemployment is still low. I am assuming the 'hawkish' macro developments have seen the stock reach its cyclical lows again.

    Very, very interest rate sensitive company.

    I agree regarding the buyback, it was a shame that it was not extended.
    Last edited by JoeGambler: 07/05/24
 
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