TSX:IBG.DB.E - Post by User
Comment by
Calgaryrideron May 31, 2020 11:09pm
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Post# 31094779
RE:Some thoughts of share price of IBI Group
RE:Some thoughts of share price of IBI GroupDebt and/or the business (acquisitions, UK market) are not the issues affecting share price.
With the company the way this right now it’s valued at 1/2 to 1/3 of its peers.
This is all about a lack of connection with the market, incl. institutional investors. That’s it.
They need to reach out to potential investors and see what they want. Is it a dividend? Is it less ownership by the partnership? Is it just lack of publicity (conferences / road shows) that’s leading to genres lack of awareness?
What ever it is is, it’s evident that IBG has been purely focuses on making an awesome business, which they have. They need to now amp up their attention in getting to potential investors, educating them about their successful business and taking action in pragmatic ways to get new investors excited about investing in an industry leading business.
Buybacks make logical sense at these prices, but may not actually raise prices much.
Publicity and a good PR program is way cheaper. The value is there. It just needs to be unlocked.
CR