Writeup on BMT. Trading just above net cash despite paying a dividend for thirty years. Possibility of operating margin rebound once UK energy costs decrease.
Beximco has made an appearance on my screener but it’s listed as a depositary receipt in a jurisdiction with low transparency. Caledonia mining is interesting but I’ve always been put off by the high dilution rates.
This is lovely. Just like Buffett said in the last AGM. Turning the pages, one by one.
Thanks for the shot out! Also, really nice work with this A-Z section. I'm looking to read more
Thank you too!
https://open.substack.com/pub/deepvalueinsights/p/a-family-business-at-a-bargain-price
Writeup on BMT. Trading just above net cash despite paying a dividend for thirty years. Possibility of operating margin rebound once UK energy costs decrease.
Thanks
Beximco has made an appearance on my screener but it’s listed as a depositary receipt in a jurisdiction with low transparency. Caledonia mining is interesting but I’ve always been put off by the high dilution rates.
You shoul read the blog posts by Maynard Paton on CBOX
Will check it out thanks
Thanks for the tag man. Keep up the great work 😎