I think franks post above is very salient.
The main risk here is market risk (now that vertical integration seems to be safe). But at a forward pe of maybe 12 growing at 15%pa the stock is still reasonable value.
I quite like the manage the manager philosophy too. Thanks for the heads up with QVG and MX. I’ll have a look. I’ve recently been buying several lics trading at discounts (apl, nge, for, pai, rf1) of between 10 and 25%. While qvg and mx look to have started pretty well, I find it hard to preference them at nta above the likes of Phil king and Jacob Mitchell at a discount.
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$7.45 |
Change
-0.020(0.27%) |
Mkt cap ! $234.5M |
Open | High | Low | Value | Volume |
$7.48 | $7.51 | $7.45 | $113.4K | 15.20K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 1010 | $7.45 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$7.50 | 3415 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 1010 | 7.450 |
1 | 2000 | 7.360 |
1 | 5000 | 7.350 |
1 | 106 | 7.310 |
1 | 250 | 7.150 |
Price($) | Vol. | No. |
---|---|---|
7.500 | 3411 | 1 |
7.700 | 3406 | 2 |
7.770 | 2164 | 1 |
7.890 | 254 | 1 |
7.930 | 262 | 1 |
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