A halving of the share price sums up the market’s view on the dividend cut and the prospects for the AA’s new strategy. The irony is that it should succeed - producing both a sustainable tech advantage in roadside assistance as well as data advantages in motor insurance, thus providing a stronger platform for revenues and earnings growth. Yes, the AA will need to show actual progress to regain market confidence – but the time to buy the shares is now, in these depths of despair.
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In these depths of despair
- Published:
05 Mar 2018 -
Author:
Cavendish Research -
Pages:
13
A halving of the share price sums up the market’s view on the dividend cut and the prospects for the AA’s new strategy. The irony is that it should succeed - producing both a sustainable tech advantage in roadside assistance as well as data advantages in motor insurance, thus providing a stronger platform for revenues and earnings growth. Yes, the AA will need to show actual progress to regain market confidence – but the time to buy the shares is now, in these depths of despair.