RE: BMN undervalued? Have your say.4 Apr 2023 14:40
Agree with Pdub that the only debate now is the level of profit, and by extension, the degree to which it will break the back of the Orion debt. Based on the facts he has laid out (which nobody has disputed) I think it is likely that the cup is currently three quarters full, although I think we are all keen to hear the results of the fight against load shedding. The Board is keeping their cards hidden and SP movements at the moment don't really tell us anything except that the market is volatile, cash is short, and ISA day is nigh. Patience required but I am quietly confident.