Hi Jefke. I actually quickly changed my mind back then on Barco as all signs were pointing that China was not rebounding as soon as they had hoped. I do not think there's going to be much growth this year, but the stock is nonetheless getting pretty cheap; it's still a major brand with plenty of CF potential. That said it was that also +40% ago!
This is a great write up--I wasn’t exposed at all to this market. Thanks for the post!
Hey Toff, just rediscovered this post while reading up on DAKT & ADF Group.
Do you still have any interest in Barco? Would love to read an update
Hi Jefke. I actually quickly changed my mind back then on Barco as all signs were pointing that China was not rebounding as soon as they had hoped. I do not think there's going to be much growth this year, but the stock is nonetheless getting pretty cheap; it's still a major brand with plenty of CF potential. That said it was that also +40% ago!
Ok, just write something about it then when fundamentals are inflecting ;)
Hi, the link to the Barco piece seems not to be working. I would like to read it if that's possible