I also see opportunity but after a bit of research I'll play devil's advocate
1 The dividend without Franking is average compared to Banks, Miner's etc without Franking ( risk/ reward) !
2 I agree that the NTA looks compelling but are the figures correct as the market disagrees and from observation quite a few of the industrials look new and vacant
3 Does GrowthPoint INT with 63% - position the balance sheet towards their agenda as GOZ S/H have been underwater for years with debt the issue.
4 Australian management has little skin in GOZ
5 Interest rates will not be cut - for years IMHO unless the American debt of 35 Trillion, Australia 1.5Trillion is addressed short term .
6 The market breaking all time high's recently
Ann: GOZ 1H24 Presentation, page-6
-
- There are more pages in this discussion • 22 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add GOZ (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$2.27 |
Change
-0.040(1.73%) |
Mkt cap ! $1.711B | |||
| Open | High | Low | Value | Volume |
| $2.28 | $2.28 | $2.25 | $849.7K | 374.5K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 12708 | $2.27 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.28 | 4024 | 2 |
View Market Depth
| Last trade - 16.10pm 30/07/2024 (20 minute delay) ? |
| GOZ (ASX) Chart |