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Re: swampboots post# 73

Tuesday, 11/22/2016 9:24:34 AM

Tuesday, November 22, 2016 9:24:34 AM

Post# of 126
I'll check out BOSC. I like BNSO because it seems to resemble Hong Kong based GAI, on which I made a large gain by holding through to the closing a going-private offer from the CEO and his family. Mr. Market was skeptical, and buying opportunities arose even after the offer was announced (though I was all-in by then). Like GAI, BNSO appears to be a stumbling Hong Kong tech company with no debt, substantial cash and under-utilized real estate. I think it has good medium term prospects for some sort of exit. I'm looking to get back in at 1.85.

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