OML 0.00% $1.46 ooh!media limited

Ann: Annual General Meeting - Presentation, page-59

  1. 4,696 Posts.
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    I'm not certain, but I don't need to buy OML.

    Basically SXL got to what I considered to be compelling value and I think they can keep their cashflow up. It's barely 2% of my portfolio but I have no wish to load up on media further unless it's even MORE compelling.

    As of today I'm almost 100% invested, that's pretty aggressive in this market. I'll be back down to 90% by midday tomorrow and then wait for some bargains.

    I've already burnt myself on 2 cigarette butts this year (KGN and BWX), I don't need to make it a habit.
    Last edited by optimistus: 30/06/22
 
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