We are in agreement on some things , but .
''There are minimal transformation risks'' : there is the risk that amp will bugger up the process , execution of anything has been a drama
I think the market is pricing in maximum costs at this point of time : I agree , it is pricing in what it thinks the maximum costs may be , but you , it , and me and pretty much everyone may be way off . That would certainly be in keeping with amp's history.
On the free lunch cliche , no there isn't , but at the moment I would argue that the lunch is fully priced , and it is 50/50 whether it will be worth any more. I would normally hope I am investing at a little bit better odds than 50/50 , except when i am doing it for fun.
Hence , a hold at this price.
It will be fascinating to see whether they FU the split and or the litigation.
cheers
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Price($) | Vol. | No. |
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