Can't see a compelling reason to sell. Putting aside the dislike of some factors about the company including the Chairman double dipping with exec fees from TZL and YBR concurrently, the sliding of results expectations and the cosy fee based arrangements of MB and Macquarie on top of being major shareholders YBR is in acquisition and digestion mode which means they are trying to go somewhere as a company.
Reminds me of the shampoo ad of many years, it wont happen overnight but it will happen.
YBR Price at posting:
50.0¢ Sentiment: None Disclosure: Not Held