BNN commentPeter Hodson was again asked about BUS by a caller & once again gave basically the same answer: (paraphrase) "market is waiting for them to prove they can execute on the many orders they've won - he does expect them to execute which will cause another SP ramp up.......currently a very good entry point but there is a small risk in case they dont deliver"
He was later asked to compare NFI & BUS. He is invested in NFI so his answer was a bit misleading & not quite complete, for example, he said that they have the $$$ to compete with BUS (which is technically true) BUT he did not mention that they DO NOT have a competitive mid-sized option & that NFI pulled out of the mid space a few weeks ago.
Also, he gave his opinion that NFI will not prefer to compete with BUS but instead consider a BUS buyout at a later date (better for us longs)