My starting investment thesis for KOV - encapsulated in this post: "Tectonic Shifts in Industry Structure" https://hotcopper.com.au/posts/43514527/single - can, I think, be summarised using the following schematic:
As can be seen by the "hands" on the clock of "The Cycle", I think that we are somewhere between 10:00 and 11:00; so while a lot of the Long ALPHA has been delivered over the past 4 or 5 years, I feel there is still a meaningful amount remaining to be harvested.
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Ann: 30 June 2022 Annual Results - Press Release, page-6
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Last
$8.76 |
Change
-0.100(1.13%) |
Mkt cap ! $102.3M | |||
| Open | High | Low | Value | Volume |
| $8.87 | $8.87 | $8.76 | $26.64K | 3.035K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1590 | $8.80 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $8.87 | 81 | 1 |
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| Last trade - 10.43am 26/06/2024 (20 minute delay) ? |
| KOV (ASX) Chart |