Should one put telebrand more in a risk category than a plus category though?
Hard for the company without capital to compete head to head. As for telebrand buying vbdg, that would be great from here but how can one know for sure that telebrand thinks it needs to buy vbdg?
An investor in uncertain situations needs to know what is truly rock solid or else it is just a risk to reward play.
I think the reward is capped by probably q4 and q1 are not going to hit the high end of expectations.