Here is a company which we think is attractively valued. Fundamentally, the difference between the market price and the fundamental value of the business gives us confidence in the attractiveness of the investment for the medium to long term. With a comfortable margin of safety, we think it is worth accumulating below 50c.
This company could easily belong to a focus portfolio with a 3/5 years horizon.
As usual, it is important to note that this is not a recommendation or an advice, just an opinion and it is recommended that you do your own research before taking any action.