DGL 3.70% 56.0¢ dgl group limited

Accounts for FY22 Recast Analysis, page-31

  1. 7,279 Posts.
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    Having said this, I did add to the position in the last couple of weeks. My major comfort is Mr Insider. Owning such a large % of the company and being prepared to place his physical properties into the IPO (usually prior to IPO the insider extracts his properties out, so they do not form part of the IPO company).
    1.5% of the portfolio which is a comfortable position for me given the market cap and lack of long term post IPO financial history.
 
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