Originally posted by YStrategy
Some individual companies that may present an opportunity going forward
EGL a well run profitable dividend paying company sold off maybe overdone
DSE worth doing a spreadsheet analysis of users in relation to cashflow receipts. Shows a trend that receipts are going up.
IBN cash in bank and forecast outgoings from last quarter indicates that this quarters receipts should be higher.
TSN buying into profitable companies
1AG Activist holder Sandon sees value and continues to buy.
dyor
All very low market caps and if they can get the dollar fundamentals right going forward should re rate
EGL $7 million
DSE $6 million
IBN $4 million
TSN $17 million
1AG $7 million