DDB 2.17% 23.5¢ dynamic group holdings limited

Ann: Operational Update & Contracts Secured, page-18

  1. 3,581 Posts.
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    Bewdy, topped up at 15c.

    I like this sector.

    When the EV is greater than the MV it is a red flag that the company is not making a great return on its assets. But, on the other had the discount to NTA could make this a tempting snack for a bigger fish.

    Happy to hold as a small percentage of the portfolio.

    IMHO DYOR
 
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