What I want to understand is the free cashflow after sustaining capital and co-investment for new funds. On 250m shares, EPS is looking huge, until you consider the redeployment of capital to support growth. At the CFO has mentioned, debt is poison for a business model like this, even at times of historical low interest rates. I have a large percentage of my portfolio wrapped up on OBL (since early IMF days) and I am comfortable with the growth story (as it suits my financial position). However, at some point, when the funds management business model is better established (~3 yrs), I would like to see a combination of sustainable reinvestment from continued growth and progressively growing dividends. The company, by nature, is conservative and I love that they are the type of play that under-promises and over-delivers. I say keep doing what you're doing.
- Forums
- ASX - By Stock
- OBL
- Ann: Investor Presentation Transcript
Ann: Investor Presentation Transcript, page-5
-
- There are more pages in this discussion • 2 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add OBL (ASX) to my watchlist
|
|||||
Last
84.0¢ |
Change
-0.015(1.75%) |
Mkt cap ! $237.3M |
Open | High | Low | Value | Volume |
85.5¢ | 86.0¢ | 83.5¢ | $500.2K | 594.4K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 8168 | 84.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
88.0¢ | 5800 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 7642 | 0.840 |
1 | 400 | 0.830 |
2 | 5630 | 0.810 |
1 | 630 | 0.805 |
4 | 12225 | 0.800 |
Price($) | Vol. | No. |
---|---|---|
0.880 | 5800 | 1 |
0.895 | 18044 | 1 |
0.900 | 7179 | 2 |
0.905 | 513 | 1 |
0.910 | 10630 | 2 |
Last trade - 16.10pm 28/08/2024 (20 minute delay) ? |
Featured News
OBL (ASX) Chart |
The Watchlist
UNT
UNITH LTD
Idan Schmorak, CEO
Idan Schmorak
CEO
Previous Video
Next Video
SPONSORED BY The Market Online