RMC 0.52% 95.0¢ resimac group ltd

Ann: Change of Director's Interest Notice, page-13

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    I would estimate that guidance has been hit and market already has a pretty good idea what it is. Market probably looking out to FY22 with 1st half probably going to be weak. Market is still unsure which about their investment / acquisition strategy but they are cashed up but then again everyone seems to be cashed up in this space. I'm estimating also that a fund is liquidating their RMC position so this multiple re-rate story is a bit yuck atm (imo and could always be wrong....)
 
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