Q: Hi, I'm sure you are going to lots of GSY inquries today.
Earlier today you had mentioned GSY as a mid cap suggestion...
Mid: GSY, MDA, BDGI, CPX, X
Given the more recent news out today (after your initial reply) and that it is now down approx 45% this am, I'm assuming this might be dead money for the rest of the year and perhaps now a 'show me' story into 2027 as per their revised guidance.
What would you replace GSY with in this context of midcap pics?
Also does this most recent news/guidance change the overall rating of GSY?
Cheers,
Steve
Earlier today you had mentioned GSY as a mid cap suggestion...
Mid: GSY, MDA, BDGI, CPX, X
Given the more recent news out today (after your initial reply) and that it is now down approx 45% this am, I'm assuming this might be dead money for the rest of the year and perhaps now a 'show me' story into 2027 as per their revised guidance.
What would you replace GSY with in this context of midcap pics?
Also does this most recent news/guidance change the overall rating of GSY?
Cheers,
Steve
5i Research Answer:
We would be more comfortable with PNG, MDA or VNP in midcaps now. The stock is likely...