Thanks @Klogg. The characteristics you mention served to keep me out of DDR when it was available in the 2s after I had first come across it.
Since then, I have come around to the exceptional management team that knows how to make hay even with fine margins and an unattractive industry structure, and have a rough double on my hands with a position that is just over 4% of my ASX portfolio.
Given the structurally low interest rate environment we find ourselves in, I would probably be willing to pay 20x or so.
NTD has been great - unfortunately it is not a company in my investment universe.
Short Attack - Price Manipulation, page-63
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Last
$10.47 |
Change
0.060(0.58%) |
Mkt cap ! $1.888B | |||
| Open | High | Low | Value | Volume |
| $10.44 | $10.57 | $10.37 | $1.324M | 126.4K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 847 | $10.41 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.47 | 332 | 2 |
View Market Depth
| Last trade - 16.10pm 22/08/2024 (20 minute delay) ? |
| DDR (ASX) Chart |