I also see opportunity but after a bit of research I'll play devil's advocate
1 The dividend without Franking is average compared to Banks, Miner's etc without Franking ( risk/ reward) !
2 I agree that the NTA looks compelling but are the figures correct as the market disagrees and from observation quite a few of the industrials look new and vacant
3 Does GrowthPoint INT with 63% - position the balance sheet towards their agenda as GOZ S/H have been underwater for years with debt the issue.
4 Australian management has little skin in GOZ
5 Interest rates will not be cut - for years IMHO unless the American debt of 35 Trillion, Australia 1.5Trillion is addressed short term .
6 The market breaking all time high's recently
Ann: GOZ 1H24 Presentation, page-6
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$2.17 |
Change
0.000(0.00%) |
Mkt cap ! $1.636B | |||
| Open | High | Low | Value | Volume |
| $2.16 | $2.20 | $2.16 | $1.041M | 479.0K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 6 | 6840 | $2.17 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.18 | 7702 | 3 |
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| Last trade - 16.10pm 05/07/2024 (20 minute delay) ? |
| GOZ (ASX) Chart |