Hi Oakcliff. I am no expert but FWIW apart from KIL trading at a huge discount, and paying a decent yield, I have bought it on a whim if you like. I like the company and with Chris Corrigan on the advisory board I feel he would like another crack at AIO. He knows the ports better than anyone in Australia, and he is the one who restructured the ports associated industries. He is seriously credentialed.
Would he not be interested in AIO ports? I would not think so. He has unfinished business there. He saw the transition through and now would want to bask in the sunlight a bit whilst fine tuning. This and the other arms of AIO are absolutely unique.
I have been buying AIO as well. Do I know something? No, just an educated guess. For charts and prices read some of the other posters. I see 2 solid companies with great assets and potential still to be tapped.
JE
KIL Price at posting:
57.3¢ Sentiment: Buy Disclosure: Held
