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
11.5¢ |
Change
-0.005(4.17%) |
Mkt cap ! $28.04M | |||
| Open | High | Low | Value | Volume |
| 12.0¢ | 13.0¢ | 11.5¢ | $148.1K | 1.227M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 146517 | 11.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 11.5¢ | 45000 | 2 |
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| Last trade - 11.24am 03/09/2024 (20 minute delay) ? |
| DEL (ASX) Chart |