BKW 1.60% $27.26 brickworks limited

Ann: Annual Report to Shareholders, page-6

  1. 1,178 Posts.
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    I’m expecting some strong numbers and also strong outlook

    Australia materials market is booming...

    US just reported some strong building numbers and also record prices for building materials such as timber

    we have industrial reit that is doing very well

    heaps of land banking

    just look at performance compared to csr... we have underperformed for the past year but Bkw is a much diversified and stronger company

    the value discrepancy between sol and Bkw is getting funny now

    I think it will be above $20 by end of the week


 
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$27.26
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