Have you considered doing a sum of the parts analysis for these guys? I think seeing the value of each individual business segment would be really interesting (if they report each segment separately). Maybe a potential catalyst could be selling off one of these business segments if the conglomerate discount is too high.
Nice research, good breakdown and certainly an interesting company.
Have you considered doing a sum of the parts analysis for these guys? I think seeing the value of each individual business segment would be really interesting (if they report each segment separately). Maybe a potential catalyst could be selling off one of these business segments if the conglomerate discount is too high.
Great article as always. Got them on my radar ever since you told me about them. Let's hope we'll get a second change to buy them!
Didn’t know much about these guys, looks an interesting one!
That's a great coverage on this company. Didn't know if them until now. That background info was very interesting.