RE: It must be tempting to take Remainco private27 Feb 2025 18:45
Navik, or it is a bullish trap. The demerger does present opportunities for Remainco. We have no idea about what, if any, exceptional costs are applied to Remainco from the demerger. Therefore, we have no real idea of EBITDA and net profit. And what Remainco will do with that profit. Plus there’s 25/26 forecast.
The wait and SP fall are painful, but it would be foolish to sell now.