PNV
PNV
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Pinned straw:
Added 2 months ago
Three updates this morning - seems about right.
Superbull Macquarie slowly coming into line!
While I am not running my model update until FY, I'll tweak my val. up by 5% just so as not to be too out of whack with the new information.
Disc: Held in RL and SM
mikebrisy
2 months ago
One more - just emailed round by DW. (I wondered who the big mover was!!)
PT up 36%.
I better stop writing notes on $PNV - as the market is getting carried away. That's said, its not an unreasonable number.
The remark about RoW is particularly insightful. Many companies get the lion's share of revenue from US, then EU/UK and Japan a distant second and third.
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