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Matt Newell's avatar

Excellent post Noel, does a great job of piquing interest and conveying the key details. One thing that comes to mind is the competitive situation - do they have any pricing power? Is there any threat of manufacturing from low-cost countries competing?

I replied to the note you originally put out on this saying I was sure there'd be a catch. I'll have a proper look in a couple weeks, but right now I can't see anything obvious - looks like a screamer. Good find.

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Peter's avatar

What's the situation with the BMT/BMTO double listing?

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