Wall Street Trader schreef op 16 juni 2023 15:29:
[...]
a.The notes as mentioned before, are from the KBC conference held in Brussels.
YES, BUT WAS THERE AN N0TE TAKER FROM KBC WHO DRAFTED THIS?
[FOR YOUR INFORMATION ONE OF MY PARTNERS ATTENDED THE CONFERENCE AND HE WAS IMPRESSED BY ONTEX' STORY. I WILL RECEIVE THE SLIDES OF THE PRESENTATION BUT CAN'T PUBLISH THEM HERE.
b.www.bloomberg.com/news/terminal/PEGZQ...This was also published by every single financial news outlet last year and is yesterday's news.
THAT IS ABSOLUTELY NOT TRUE AND IN ORDER TO READ THE BLOOMBERG NEWS YOU NEED A SUBSCRIPTION. IF GBL HAS HAD TALKS WITH POTENTIAL PARTNERS OR INTERESTED PARTIES (APART FROM ATTINDAS) THEN THIS IS PRICE SENSITIVE INFORMATION THAT SHOULD BE REVEALED IMMEDIATELY.
It would be nice for once, if you just take the info as it is and take my word for it. Instead of always asking me what the source is.
BECAUSE PEOPLE SUBMIT SO MUCH NONSENSE ON THE INTERNET I MUST BE CLEAR THAT INFORMATION HAS ONLY VALUE IN COMBINATION WITH THE SOURCE (IF ANY). FURTHERMORE THE 'INFORMATION' YOU REVEAL IS QUITE SENSITIVE SO YOUR SOURCES MIGHT HAVE VIOLATED THEIR CONFIDFENTIALITY AGREEMENTS. UNTIL YOU REVEAL YOUR SOURCE (IF ANY) I ASSUME THAT IT IS MERE SPECULATION OR INTERPRETATION THAN FACTS.
By the way, back in March I've asked you twice for the Degroof Petercam Report without any response from your part.
YOU ARE CORRECT AND I APOLOGIZE FOR NOT ANSWERING BUT IT WAS HANDED OVER TO ME ON THE BASIS OF CONFIDENTIALITY
We still have to be patient, the turnaround has unfortunately taken more time than expected.
THAT IS CLEAR AND NO PROBLEM SINCE THINGS ARE OBVIOUSLY MOVING IN THE RIGHT DIRECTION, ALTHOUGH THE SHARE PRICE DEVELOPMENT IS DISAPPOINTING AND IN MY PERCEPTION 'INCORRECT'
The market is overly pessimistic, I thought this stock would be trading at least around ~ € 8.50 / 9.00 by now.
THIS IS ANOOTHER UNPLEASANT SURPRISE SINCE STOCK MARKETS IN GENERAL DEVELOP VERY WELL, BUT ONTEX'S HAS MORE THAT 15% SINCE THE PUBLICATION OF BETTER THAN EXPECTED FIGURES IN Q1. PERHAPS THE MARKET WANTS CONFIRMATION THAT THIS TREND WILL CONTINUE. I AGREE WITH YOU THAT 8,50-9 WOULD BETTER REPRESENT THE VALUE NOWADAYS
Have a great weekend everybody! U2!