RE: NAV23 Nov 2020 13:02
Yes NAV is a yard stick but the stick has been broken in half for quite a while now, so for me we need a re-rate , we need the fundamentals in place , nothing is stacking up, Emmac/Juv/Leap/Portage I would say they’ve all added value so surely there should be a knock on effect for FFWD, and yes there has been all be it a Negative one, when the likes of Leap IPO we want a fair valuation not a valuation of 40% what they should be worth, growth will come when our investments are valued properly , for me it’s sad to say we’re like a family and friends run business , the new word on the street Zombie business , we need to move away from that as quick as we can, GLA. Ps I’m in a mood trying to buy and can’t get any, still I think that’s a good sign lol