PPK 5.95% 39.5¢ ppk group limited

Ann: CIB announces $30m order, page-74

  1. 3,492 Posts.
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    not sure that was worth its own post but yes I have moved it to hold. As I said the CIB order is somewhat validating, even though it’s taken a lot longer for CIB to get traction than planned. And everything has a price, so whilst I think KK’s view of underlying value in PPK is wildly optimistic there is now sufficient margin of error to call it a hold at this share price. In my view.
 
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