Company 1
20 unrecognisable, unloved brands
Massive debts, borrowing to pay a dividend
Compliance issues
Clueless executive team
Company 2
Recognisable, loved brands
Cashed up fortress balance sheet
Fintech embedding itself in the rails of the global financial system
Legacy businesses [about to be] offloaded
Crazy thing is Company 2 is selling at a 20% discount to Company 1 which RJ took over in October 2018. I always thought criticism (even where valid) overlooked the scale of the transformation that had to happen. Of course you have to be humble and assume the market is smarter than you, but if the last 2 years is any indication of what's to come I'm happy to hold for a long time yet.
Ann: Pause in Trading, page-33
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Last
82.0¢ |
Change
-0.035(4.09%) |
Mkt cap ! $403.2M | |||
| Open | High | Low | Value | Volume |
| 86.5¢ | 86.5¢ | 81.5¢ | $332.3K | 395.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 244 | 82.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 82.5¢ | 385 | 1 |
View Market Depth
| Last trade - 16.10pm 14/10/2024 (20 minute delay) ? |
| HUM (ASX) Chart |