(VEA.AX, USD3.4bn market cap, USD10m ADVT, 71% free float)
Great write-up- The refinery is of course some kind of "poison pill". But still an interesting story.
Nice write up. Not sure if they can successfully transition the stores. Will be watching closely to see some more signs.
Thank you. I think the management's skin in the game, the incentives and the KPIs are the missing piece here.
Great write-up- The refinery is of course some kind of "poison pill". But still an interesting story.
Nice write up. Not sure if they can successfully transition the stores. Will be watching closely to see some more signs.
Thank you. I think the management's skin in the game, the incentives and the KPIs are the missing piece here.