keep reading... they do an individual progress report for each business... well worth the time
IMO I agree that valuation is hard, I do not put any weight to MorningStar Quantum FV
I most value the direction that they are headed and to date, Morrison & Co have done a job worthy of their performance fee in identifying the investment thesis and picking suitable investments to fit that thesis.
The fact that they will be re-investing further into renewables to fill the void that TLT sale caused agrees with my own thoughts on should be done - hopefully the change in method of operation for Longroad (from developer to sell to developer to hold) works well LT...
keep reading... they do an individual progress report for each...
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Last
$10.07 |
Change
0.420(4.35%) |
Mkt cap ! $9.826B | |||
| Open | High | Low | Value | Volume |
| $9.88 | $10.15 | $9.86 | $2.723M | 271.1K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 716 | $10.04 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.13 | 716 | 1 |
View Market Depth
| Last trade - 16.10pm 17/06/2025 (20 minute delay) ? |
| IFT (ASX) Chart |