Company Report
Last edited 7 months ago
PerformanceCommunity EngagementCommunity Endorsement
ranked
#17
Performance (72m)
16.2% pa
Followed by
234
Straws
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#Management
stale
Added 7 months ago

Old news now but the CEO has put in his notice.

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BVS sank 15% at one stage.

Think it was an overreaction as I can't see anything to worry about but it is a negative still. So after dipping to 1.86, I added under $2 when buying returned.

I'm sure we'll get the usual lecture from other members and the usual lecture from Jim Cramer that we should start running from the hills instead of buying the dip!

[held[

#Financials
stale
Last edited 10 months ago

I held off too late on this one mainly because of a past post by Strawman

So I was late to the party even though I know this looked like a decent business riding teh Fintech tailwinds of wealth management.

Anyway it looks like Bravura Solutions put out some decent results today. Up 20% at one stage.

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Cash is king

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Not only that, upgrade guidance as well

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As Buffet says, buy when blood is on the street. This is true when Strawman is selling and continued to be short on the announcement of "Strategic Review".

This is similar to what happened with Strawman's comment on Gentrack and AMP

There is a definite pattern here....

Buy when Strawman says to sell on strategic review or change in management. And definitely load up when the business really turns the corner.

Now too late to buy I guess.... The turnaround train has now truly left the station and maybe better to have jumped back in after dodging that bullet.

[held]