Belvoir (BLV) – CEO interview – 29 Mar 2023
Please note this interview is for general interest, and is NOT advice or a recommendation. This is an independent interview – no fee was charged, and Paul does not have any personal shareholding in the company. These interviews are for general interest, not a commercial enterprise.
Belvoir has established an excellent track record of growth (e.g. profits up c.3-fold in the last 5 years). Yet the shares have been languishing of late, despite decent 2022 results announced this week. I see value in the shares, and like the 5% dividends, plus self-financed acquisitive growth.
In this interview I tried not to duplicate a very comprehensive recent webinar here on InvestorMeetCompany, so suggest people watch that first, then my interview which tries to focus on some other points.
The company’s comprehensive presentation slide deck is here, well worth a look, for more detail.