Wow BobbyMorane, your facts are identical - identical - to mine. Timing wise, value wise, aspirational wise.
I agree, management don’t appear sharp and quite a few elementary errors have occurred. I don’t think Buffett would hang around in OMH, nor will I unless I see more positivity & proactivity in calendar 2024 & into the 1H of 2025. Of course I am understanding that they cannot swim against macro cycles & steel demand has been feeble.
My heavier concern over yours is whether the Chinese mentality of ‘hold forever’ is at odds with our exit timelines.
Ann: Investor Presentation TA Securities Sarawak Corporate Day, page-8
Add OMH (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
39.0¢ |
Change
-0.005(1.27%) |
Mkt cap ! $302.6M | |||
| Open | High | Low | Value | Volume |
| 39.0¢ | 39.0¢ | 39.0¢ | $1.658K | 4.25K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 9000 | 38.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 39.5¢ | 6618 | 1 |
View Market Depth
| Last trade - 11.00am 11/09/2024 (20 minute delay) ? |
| OMH (ASX) Chart |