Agree - I did not agree with you at the time but have been proved wrong. However I dont think that the result of OVH was bad - I think it is made worse because of where DVA was relative to OVH. I am more concerned that they have not told us anything about Fund Exchange since the big fanfare around its launch which was delayed and then soft launched in November. I think that is what is causing the share price weakness...
They are still showing growth are cash flow positive and the synergies really only kick in for 2018. I expect them to be both cash flow positive and profitable in 2018.
Just think that we could have got there quicker with DVA and then done a deal as a profitable company with better rating...
DVA Price at posting:
77.0¢ Sentiment: None Disclosure: Held
