BPF 0.00% 15.0¢ bulletproof group limited

This is a people business... The business has been around far...

  1. 274 Posts.
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    This is a people business...

    The business has been around far longer as a private company than a public one. Despite some significant missteps in strategy as a listed company - the key value of this business lies in its brand and people, built around costumer outcomes.

    The CEO thus far hasn’t delivered for shareholders (incl. himself) but my understanding is through the share price rout, BPF has continued to be customer centric as it has always been, and continues to be recognised as such (eg. CloudHealth awards). My personal view is that the CEO is quite central to that culture, and this is what players in the industry like MAQ value.

    With some cost discipline (which new CFO can bring), negative earnings can be turned around quickly. Strong brands and a good culture take far longer to build.

    The cloud migration story is in its infancy.

    Let’s step back and let it grow...
 
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Currently unlisted public company.

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