I originally purchased ENN because Geoff Wilson had the stock in his funds including WMI which I also hold. Geoff took the decision to liquidate positions in all REIT's so ENN were collateral damage. Why he ever purchased MYR beggars belief imo.
I agree with your summary and am contemplating doubling my holdings - mainly to average my holding costs down a bit and pick up a handy dividend (which will probably be reduced in the short term). ENN certainly manage some good assets. This SP should look cheap by 09/2021by which time $1.85 should be the norm imo. DYOR
Ann: Change in substantial holding from PPT, page-4
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Last
92.5¢ |
Change
-0.015(1.60%) |
Mkt cap ! $140.7M | |||
| Open | High | Low | Value | Volume |
| 93.5¢ | 93.5¢ | 92.5¢ | $52.72K | 56.74K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 33088 | 92.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 94.0¢ | 4248 | 1 |
View Market Depth
| Last trade - 16.10pm 18/07/2024 (20 minute delay) ? |
| ENN (ASX) Chart |