Quiet Won,
Pretty sure you and I have crossed paths before, though I can't recall where. I have picked up coverage of BDAL in my thread the "Trickle Portfolio." It is six weeks old and in the red, but is probably the only other forum in which MS companies are discussed on a regular basis.
My cut on BDAL is that it is indeed a strong company in a booming segment. However, it is dealing with lock up expiration issues in a severe bear market. Nothing but good news on earnings and sales win fronts, yet the stock is being clobbered along with everything else. Thus Trickle has been accumulating in the low 20s and high teens, with next nibble target at $15.
When the bears go back into hibernation, this one will run. Further, their European presence gives them a fit with other players in the space. In other words, the industry is somewhat fragmented, and some consolidation could take place, with BDAL being a nice prize. If this thing traded options, I'd be going long in real life. But this is not the time to be taking shots when hedging the stock is difficult.
Check out Trickle if you like at:
Subject 37269
Coverage of BDAL and other players; just use the stock talk search function to find 'em. I would welcome your input.
Cheers, Tuck |
