There are so many positive attributes that relate to this company and its management team, that it is difficult to know where to start discussing them all.
So the best thing to do is to simply refer to the following slide from today's presentation [*]:
It is a simply stupendous shareholder wealth creating machine.
[*]
SDF's result presentations are always thorough and comprehensive, but today's was simply peerless in its articulation of the business model, growth strategy and stewardship of shareholder capital.
I must have listened to over a thousand presentations in my time as an investor, and today’s presentation by SDF's MD&CEO and CFO I would rank in the top 1% in terms of quality and clarity, reinforcing the durability of the business model, its ever-deepening and widening commercial moat, as well as SDF's highly competent managers.
Here endeth the gushing....
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