Forum Topics BVS BVS Management

Pinned straw:

Added 2 months ago

Director Matthew Quinn has sold out of his entire stake of 200k shares to net $588k.

He has done well given he was buying when this name was still on the mat. Is he indicating that the upside is about done?

OxyBBear
Added 2 months ago

@thunderhead If he was remaining then yes I'd be cautious but as he leaving the company then I wouldn't be concerned. The continuing share price appreciation is also reflecting the apathy in this announcement.

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thunderhead
Added 2 months ago

You are quite right @OxyBBear.

I have held on to all of mine, and I am quite enjoying this unexpected re-rate!

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OxyBBear
Added 2 months ago

Down nearly 10% post AGM which was marked not price sensitive. Not sure why but might be related to this papragraph.

"Very recently, a customer has given us informal notice that they intend to transition to a Third-Party Administrator. We expect this customer to contribute A$10m of revenue in FY26. Their decision will not impact our FY26 results as their transition will take some time. Although our solutions are very complex and mission critical, this is an example of the top line risks that may exist when customers change the way in which they operate"

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