"Our portfolio positioning reflects this bias, with our median portfolio long position now trading on only 9.7x FY23 P/E"
There is a good reason why some stocks have a low P/E - the market thinks that they are underperforming. So it isn't really a big surprise that every few days one or other of the stocks in LSF's published portfolio takes a nosedive. Two days ago it was SBM, today it was SFR.
Just have to hope that some of LSF's invisible shorts are doing the same thing.
Meanwhile, the NTA-SP discount is at 10% again.
Ann: 2022 Annual Report, page-5
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Last
$3.13 |
Change
-0.060(1.88%) |
Mkt cap ! $1.948B | |||
| Open | High | Low | Value | Volume |
| $3.20 | $3.20 | $3.11 | $2.567M | 810.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 60422 | $3.13 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.15 | 11476 | 2 |
View Market Depth
| Last trade - 16.10pm 24/07/2024 (20 minute delay) ? |
| LSF (ASX) Chart |