Member Info for cm45

Clearly this last post was spot on as the price doubled in the year after.

Looking at belatedly climbing on board.

Why? Undervalued relative to gold. Has utility in solar panels/electronics and is a safe haven relative to overhyped usa stocks- Which I am now out of, with funds to reinvest

A rise this big looks like a leaky bid approach to me.

Growing awareness of the vietnam growth story has fuelled a 20% increase in the last 2 months, and more to come with the expected September upgrade from frontier to emerging market status.

VN govt projects 8% gdp growth, and I expect fund discount to nav to narrow as vietnam appears on more radars

Up 7% this month on no news that I have seen? Presumable another healthy exit(s) in the offing?

Surely bme will actually benefit from increasing financial consumer pressure as people seek out better value retail options?

The trading results look good in current circumstances and there is now more upside than downside in sp

Surprised - maybe profit takers after a strong run. And/or talks of peace, but I don't see that reducing European urgency to step up now usa has stepped back.

So expected profit in a tough market reduced by around 3% and already low share price falls about 10%. Time to average down. Undemanding pe, decent yield, good recovery play

Nav now 696 -32% discount

shows how far pe has gone out of fashion

the pause in interest rate decline doesnt help exits but with oci track record this looks a bargain over medium term

Vn funds seem to be suffering from trump depression syndrome and may have further to fall until vn/usa trade imbalance is addressed.

Hope that vn may achieve emerging market status later this year, enabling more global funds to invest.

for now, its looking like a hold waiting to transform into a buy.

Views?

No posts here for 18 months. Anybody there? !

seems some fear driving sales and suppressing buys while trump tariff moves depress the market.

probably overdone but this story will run a while yet so may drop further?

What say you?

Very quiet board.

about 6% off this month and seemingly attributed to Trump tariff foreigner sales. yet the economy is robust and growing and govt has plans to rebalance trade imbalance with usa. Seems a buying opportunity soon but bottom probably not reached yet.

any views?

Clearly there is a reason why attempts to rise from this big fall today are met by more sales. I don't think the fat lady is singing yet.....

Looks good value now and oversold. Surely more upside than downside at this price. Consumers will be looking for bargains as economies weaken

If no bounce today, actually still falling, and trading update due in 48 hours, perhaps some folk are in the know ahead of time?!

Unable to read it via that link. Can you share brief summary please?

Do you think the nav accurately reflects the current battery values? I am also unconvinced that income will grow as forecast?

So said our Chairperson, Dr Jane Griffiths - not a shareholder as far as I can see. (other director shareholding are minuscule). So either she has been totally taken by surprise watching the shares tank - or she was lying. Whichever, as Chairman, appointed to act on behalf of shareholders, its crass mismanagement and a disgrace. Other options existed but she chose not to take them - I believe in full knowledge of the likely outcome. Karma will reward her appropriately in due course.

Down 25% in last 5 weeks. These guys know how to lose your money and charge you for the privilege. definitely one to avoid, or cut losses and put your money to work elsewhere

Just shows how Much use charts are. Down 15% a few days later

Disappointing performance at 2 subsidiaries that make it look as though group executives had their eye off the ball. The consequent large sp pull-back today offers great buying opportunities for lth, but I will wait a few days to see how it settles.