BVS -4.11%: Hit today on the deteriorating COVID situation in the UK. Bravura have had earnings headwinds stemming from their reduced ability to make sales during lockdowns in that part of the world and while the UK is a long way from this now, the case numbers have clearly got investors nervous today and the stock is getting hit back down to what we paid for it recently. For now we’ll look through this but we are conscious that technology (including BVS) has had a strong run.
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Thursday 17th April – ASX +24pts, CGF, BHP, STO
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Thursday 17th April – Dow -699pts, SPI down -26pts
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MM remains bullish BVS
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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