DDR dicker data limited

Average up or not?, page-2

  1. 1,830 Posts.
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    Bayd76, FWIW I've held DDR for many years, used to have a sizeable 6 figure holding. I think the price has reached it's short term potential for a while and as such I have reduced my holding to a token amount. Not to say that the price won't keep appreciating, but in my view the risks are increasing; for example (list not complete!):
    1/ general recession leading to reduction in tech purchases
    2 / loss or key supplier (always a risk, losing HP was the last biggie I recall)
    3 / David Dicker isn't getting any younger, what will be the impact if/when he reduces his influence on the company?
    4 / Will David/Fiona ever decide to cash in their huge shareholding and enjoy their retirements? Who will these shares go to and what will be the impact on SP?
    5 / Trade war (no idea what this means in fact but it sounds bad!! Perhaps application of tariffs which reduce sales and add administrative complexity)
    6 / Funding for new warehouse - how much, how? Cap raising? Withhold/Reduce Dividend?
    7 / General market collapse, imo the market generally is stretched, DDR valuations are pretty high at the moment - p/e of 26?

    I'm sure there's more and others can add to the list. But in response to the OP I personally wouldn't keep buying more just because it has gone up in the recent past. Again only IMO this is not a "growth" stock like ATP, APX etc but a mature business which has just been re-rated.
 
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Last
$8.03
Change
0.070(0.88%)
Mkt cap ! $1.450B
Open High Low Value Volume
$7.98 $8.07 $7.98 $4.749M 592.5K

Buyers (Bids)

No. Vol. Price($)
2 1553 $8.02
 

Sellers (Offers)

Price($) Vol. No.
$8.07 3312 2
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Last trade - 16.10pm 27/06/2025 (20 minute delay) ?
DDR (ASX) Chart
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