DXI 0.38% $2.63 dexus industria reit.

adi..eka..aut, page-23

  1. 1,674 Posts.
    mls has less short-term risk imo as they have $7m of cash.

    I have been a holder for some time and speak to them on a regular basis. I think my holding of 10m MLS should give you an indication of how I see that one developing!

    After some recent conversations and investigation re ADI and partners I have significantly upped my position here. I see more risk than MLS as if this is a dud then the sp's of most partners will tank hard.

    However we have 3-4 targets and my confidence in the upper zones alones is very high and will see a sp many multiples of the current alone. If hosston comes in then I'll retire again!

    I now hold more in value accross the SL partners than I do in MLS!

    Regards

 
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