Ive been a big fan of DEL for a while now and wanted to highlight my key thoughts about DEL for 2022 and beyond.
- Pre IPO they had 5 years of connective profits. IPO has given them the ability to scale further and build more projects that will generate cash
- A sleeping giant? ESG is hot and surely DEL meets ESG investors. Think Supefunds too
- First mover advantage - partnerships with Brickworks etc is just the start
- Strong experienced leadership - experts in their field. Skin in the game
- $500M of projects in the works and still a market cap of $40M.
- A commitment to build projects that will spit out cash and show stable income
- Execution is key but getting DEL under 23c takes away a lot of risk as the reward on offer is huge
- I generally think if they can execute then people will start paying attention and it could be 10 x from here plus dividends.
- Refer to this post in 3 years
2022 Thoughts
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Last
8.5¢ |
Change
-0.005(5.56%) |
Mkt cap ! $18.33M | |||
| Open | High | Low | Value | Volume |
| 9.1¢ | 9.1¢ | 8.2¢ | $103.4K | 1.193M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 124999 | 8.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 9.0¢ | 256298 | 2 |
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| Last trade - 16.10pm 26/07/2024 (20 minute delay) ? |
| DEL (ASX) Chart |