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Antenna14
Contributor
Any Comments on BVT's current position?
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partridge
Super Contributor
That question is so broadly couched as to be almost impossible to answer. Here is one view. Conglomerates always "hide" value that is why one doesn't generally get a good ride in them - and the market has welcomed Bidcorp to the party with open arms and fully priced it for the present ,in fact put a frothy opening price on Bidcorp- where margins are tight - its food +++. Bidvest on the other hand is the ugly sister - who got invited but is sitting in the corner and this is probably where the greatest value unlock could occur - going forward.
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