DVP 6.01% $1.96 develop global limited

Ann: 31 December Quarterly Cash Flow Report, page-29

  1. 2,315 Posts.
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    It’s not improving that’s a demonstrable fact. Simply look at the quarterly.

    DVP operates predominantly in WA, again, it is a demonstrable fact that core inflation is the highest in country out West.

    What’s going to hurt it, any jump in oil price, wage price spirals a declining copper price…

    DVP isn’t a miner, yet, the value is tied up in a bullish NPV assessment.

    There’s a huge Beamont premium placed on this, which is fine.

    But over 600m when peers are trading well below and have a larger turnover, forward order book and liquidity position.

    Yeh, I think my assessment that it was obscenely over-priced at $4 was fair…






 
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