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Ironside Research's avatar

This is a great write up--I wasn’t exposed at all to this market. Thanks for the post!

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jefke's avatar

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

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ToffCap's avatar

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!

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jefke's avatar

Ok, just write something about it then when fundamentals are inflecting ;)

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Timo's avatar

Hi, the link to the Barco piece seems not to be working. I would like to read it if that's possible

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