I have noticed you on TMT thought you may have sold with ur latest post... I have held V stocks since 2016.... but took a big postion in TMT on the res upgrade this year...
I have to agree with everything you just said! a tide will lift all ships! I just can't justify buying cheapies when the main players are still dirt cheap! could understand looking here if AVL and TMT were 100m market caps....
I was referencing to the "valuation gap" between TMT and QEM... yes if TMT re rates this will come with it but I think the gap will expand rather then bring it up at the same rate if that makes sense..
QEM Price at posting:
18.5¢ Sentiment: None Disclosure: Not Held
