While IWG's shares performed quite strongly in the first quarter,
we see substantial upside from current levels and the company remains a significant holding in the portfolio.
Not exact matches
«We don't
see much
upside potential in the market near - term, but we don't
see substantial downside risk either.
I'm glad to
see Zamano now offers
substantial upside.
While ZMNO isn't their largest investment, it's their largest % shareholding (by far)-- which strongly hints at the
substantial operating & valuation
upside they
see in the company.
Overall, I don't
see huge
upside potential in the shares at the moment but I think there is a good margin of safety with the book value at $ 8.75 / share,
substantial inside share ownership and management's track record of accretive deals.
«Exactly how
substantial an impact this will have going forward remains to be
seen, but what is plain is that there is no downside for innovator companies and no
upside for generics.