I've enjoyed reading your discussions, I'm looking to possibly take position if the price looks like closing the 1.45 gap. Was wondering if anyone is concerned about the organic growth potential of this company? I understand there is a new facility coming online this year and with the acquisition of DADI we should see some good EBITA growth there . But I'm concerned with BIN absorbing the costs of the levy increases, this to me suggests the competition in this market is pretty fierce and this could squeeze margins in the future hindering growth over time.
This also makes it hard to plug in a growth figure over a number of years as there's so many potential variables.
would be intrested to hear other people's thoughts on this.
BIN Price at posting:
$1.53 Sentiment: None Disclosure: Not Held
