Opinions
Bruce Campbell (2)
Com Dev International Ltd.
CDV-T
COMMENT
May 20, 2015
$4.810
Stock price when the opinion was issued
Telecommunications
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DON'T BUY
He used to own this. He was interested in the West Africa play, but he was looking for a higher grade play instead. Right now West Africa is not a safe play geopolitically speaking. This is probably impacting the share price. Infrastructure constraints make it more expensive in their area as well -- power comes strictly from diesel.
Mining
Watching this very carefully. What has caught the streets attention is their “exactEarth” business, which helps to pinpoint where ships are in the ocean. The street is discovering that this is probably worth a lot more than what it is being given credit for. At some point they might monetize this by selling it. Thinks they own 70% of it right now. The cash they would get would be used to grow their base business, increase the dividend or allow them to make some acquisitions.