FWD 1.25% $1.98 fleetwood limited

starting to buy again, page-12

  1. 478 Posts.
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    I am still negative on FWD.

    Seaspray is a stranded asset awaiting future LNG projects that will probably be FLNG with minimal onsite construction and worker accomodation.

    RIO and BHP rapidly reducing capex.

    Caravan demand will stay low while interest rates are low which give retirees low earnings.

    Tha paper analysis reads better than the practical analysis.
 
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