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Emerging Value's avatar

I enjoyed that commentary!

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searching4value's avatar

Nice write up. (I did recently sell too early in hindsight, judges from today).

You wrote "...but unlocking value from MBB’s substantial cash position should be at the top of the new leadership's agenda."

Do you mean (1) 'should' as you wish for it, or (2) 'should' like you think the probability for it being so is deemed to be high?

Because, it might be that mang etc were not allowed to put that cash to use, ie bc ab wanted to wait for even more compelling opportunities (which may never present themselves)...

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