Yes, it hit my radar. It looks like a great business. #1 in a big global niche, trending toward global dominance. Blue-chip customer portfolio. Know a number of ACX holders who also hold WTC for many of the same reasons. Got a small number just to watch it, but haven't done the same detailed research. Like ACX it's as a multi-year play - not for the numbers this year or next year but - a bet on industry evolution toward dominance. Love the high % spend on R&D aiming to get further and further ahead competitors. It's got the advantage of being more P&L profitable sooner, though query this strategy with such a long way still to grow. Three slight negatives with ACX by comparison:
- it's not a collaboration product so doesn't have quite the same evolution path to naturally accelerating growth and eventual monopoly one day, which provides huge medium to long term upside for ACX
- much more dependent on the founder, so more key man risk and possible governance issues
- less liquidity (but this doesn't matter if buy and hold)
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- AFR article
AFR article, page-13
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Last
$132.12 |
Change
0.400(0.30%) |
Mkt cap ! $44.18B |
Open | High | Low | Value | Volume |
$131.60 | $132.32 | $130.15 | $47.03M | 357.1K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 111 | $132.07 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$132.13 | 8 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 7 | 131.650 |
1 | 1981 | 131.460 |
1 | 1981 | 131.260 |
1 | 1981 | 131.060 |
1 | 4005 | 131.010 |
Price($) | Vol. | No. |
---|---|---|
132.130 | 8 | 1 |
132.150 | 8 | 1 |
132.550 | 1981 | 1 |
132.750 | 1981 | 2 |
132.950 | 1987 | 2 |
Last trade - 16.10pm 08/10/2024 (20 minute delay) ? |
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WTC (ASX) Chart |