My starting investment thesis for KOV - encapsulated in this post: "Tectonic Shifts in Industry Structure" https://hotcopper.com.au/posts/43514527/single - can, I think, be summarised using the following schematic:
As can be seen by the "hands" on the clock of "The Cycle", I think that we are somewhere between 10:00 and 11:00; so while a lot of the Long ALPHA has been delivered over the past 4 or 5 years, I feel there is still a meaningful amount remaining to be harvested.
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My starting investment thesis for KOV - encapsulated in this...
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Last
$10.20 |
Change
-0.020(0.20%) |
Mkt cap ! $119.8M | |||
| Open | High | Low | Value | Volume |
| $10.35 | $10.35 | $9.96 | $146.8K | 14.60K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 399 | $10.20 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.40 | 4754 | 1 |
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| Last trade - 15.37pm 04/10/2024 (20 minute delay) ? |
| KOV (ASX) Chart |