gave you both a upvote, and a great analysis.
Thanks for bring this to my attention!!! A very nice piece of 'scuttlebutt'.
However,
To be fair, it appears the Dixon's home strategy is lower cost. That's their strategic model.
2nd: its not just Dixon home, many people complaining now for other builders as well because of the problem with fix cost pricing.
From my point:
a) TWD has no debt
b) Go through their last 10yr financials. See the profit and dividends.
So this is a calculated small position punt for me.
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