• Arkeh Capital
    BAM: takeover target? Trades below book, market leader, low cost producer, strong pipeline, profitable, cash generative,low rate environment
    Reply (2)
    • bullchin: unlikely a takeover with weak cash flow and much debt. Burning too much cash.
    • Arkeh Capital: Disagree, a share buyback is no cash burn, inventory built is reflective of existing order book and low sales level at start of the year