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Author PIE-EATER     View Profile     Add to favourites     Ignore
Date posted 2016-10-20 11:02
Subject Re: Interesting fall   View parent message
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Would tend to agree with all those points, the only thing I would say is that GB has been pretty good at delivering what it said it would do, and flagging up changes to those forecasts, and that they have taken the opportunity to plan the exit and replacement of the CEO. In other words a Ronseal situation.

The disappointment I suppose is that MMs and perhaps one or two investors have not heeded advice that GDS (like ALL government entities) will not hit their target dates for implementation of projects. GB were aware of this and factored it in to their forecasts.

I trimmed holdings by about 1/3 some weeks ago purely because it was becoming a disproportionately large holding. If it falls much more (say 260ish) I may have to initiate an additional trading position.


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