Cash rate remains unchanged due to the Ukraine invasion. Interesting to see how long that will last. Inflation may push higher with further supply disruptions and increasing oil prices.
When the IDSB acquisition was announced I mentioned that dividend distributions may not be the entire amount of profits. Looks like it is only going to be a percentage of profits after all based on the half year report.
The decrease in margins was quite disappointing. It wasn't a marginal shift lower either. Overall I see these types of things as teething problems.
Happy to hold at these prices. Just my opinion of course.
Cash rate remains unchanged due to the Ukraine invasion....
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