Hi guys, just read an interesting article by Simon Brown on Advtech vs Curro. I own Curro and Stadio shares and have high hopes for some serious J curve growth from Stadio, but considering selling Curro for Advtech while im up on Curro. In the article he suggests that without the tertiary sector in Curro, its overpriced @ the moment and too mature to grow rapidly where as Advtech is set for more rapid growth, espcially in the tertiary sector, competing with Stadio.
Comments and thoughts?