GREY:ZARFF - Post by User
Post by
cigarbutt1on Nov 25, 2018 9:46am
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Post# 29018664
Potential opportunity
Potential opportunityI've been looking at the debentures in the last few days and see a potential opportunity from the typical operational quantitative point of view.
Reviewing this thread, I see some familiar names.
If the trigger is pulled, would say that the best risk and reward outcome would me maximized if debentures were converted.
In the survivor category, would say that ZAR managed OK throught he 2015-6 downturn. What acts as a huge resistance to capital deployment here is the worry that some management teams keep finding themselves in the same threatened scenarios over and over again.
I wonder if it's time to move on.