RE: Tintin Diatribe12 Oct 2022 11:47
It is a constructive debate and I think the middle ground is probably the true picture, you are right Knigel. KPOP looks promising, as does Formula E, but I think it is a stretch to say StartART is a profitable division, very early days there. BrickLive I would look at selling if there is no plan to refresh things here, focus on the other divisions.
The top and bottom of it is DC needs to demonstrate he can let profits sink to the bottom line. If he does, then the SP will rise and the group more realistically valued relative to assets and future potential.
If he chooses to cream off any profits made from any of the exciting events coming up in the next 6 months and beyond, then the little credence he has with the market will be gone, the group will become even more 'undervalued' relative to its assets and any tales of him wanting to sell the group and exit will be hogwash to my ears.
Actions speak louder than words, lets see them.