Don't want to turn this into the VIV thread, Free gets bit...

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roberter1

482 Posts.

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26/03/18

18:57

Post #: 32035984
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Originally posted by verce ↑

Hi Robert - very much appreciate your insight.

I definitely agree that the short, medium and long-term story for VIV is the lighting business and I'm expecting more revenue growth next quarterly. I think by June it will fly. Unfortunately, people don't find lighting very 'sexy' as an industry, so it's no wonder this gets overlooked in favour of the more exciting IoT offerings on the market. No hype, just results. Eagerly awaiting more news on the lighting contract front.

I definitely view the current price as a buying opportunity, and if I had any more to spare, would be getting some myself. VIV is the biggest position I have ever taken in my 8 years on HotCopper (more than I had in NUH in the early days). That's how strongly I believe in the fundamentals. We will see if I end up proving to be a fool!

Also, I don't think many people realise NCF is only 12 or so months away, but that was based on the Alan Kohler interview recently which I don't think many people have access to. It's just a passive investment bubbling along in the background.

Finally, hope it all works out at home. There is always a light at the end of the tunnel.

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Don't want to turn this into the VIV thread, Free gets bit 'antsy' about that.

With VIV though its the timing, the 'here and now' about it that attracts me.

One part of my strategy is to invest in stocks that have attractive business models that are at a certain point in model validation via metrics that the model is producing.

Not that many of them on ASX but VIV and few others are exceptions and I have invested appropriately.

Anyway enough about VIV, will see how it goes.

XAO Value at posting: 5,901.4
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Don't want to turn this into the VIV thread, Free gets bit...

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