Honestly it's more just me trying to build in a margin of safety but I can certainly see a scenario where we've hit the low point for the portfolio already (if that is true then DXC is a screaming buy). I would just rather work on the basis of a further write down to come so that if anything my valuation surprises on the upside rather than the downside. As far as the other listed players having tighter cap rates I can't quite figure out why the difference is so significant and would like to do a bit of a deep dive into the portfolio differences at some stage. Potentially Waypoint has exposure to regional and highway assets which seem to be out of favour more than the metro petrol stations.
Ann: Portfolio valuation update, page-4
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Last
$2.99 |
Change
-0.030(0.99%) |
Mkt cap ! $411.8M | |||
| Open | High | Low | Value | Volume |
| $2.97 | $3.00 | $2.97 | $507.9K | 170.1K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 3355 | $2.98 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.00 | 16934 | 3 |
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| Last trade - 16.10pm 27/09/2024 (20 minute delay) ? |
| DXC (ASX) Chart |