Very subdued report. Appreciate their comments around 2-year horizon and the low P/E of their long positions. Interesting and happy that they're dropping their exposure.
I like their holding in BSL and have shares in them myself.
LSF longs might be a 10 year bargain, but might not be a 12 month bargain. I'll be monitoring again next month.
Doesn't appear like they have added to any positions? Any other comments from anyone?
Ann: Monthly Report - September 2022, page-2
-
- There are more pages in this discussion • 1 more message in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add LSF (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$3.13 |
Change
-0.050(1.57%) |
Mkt cap ! $1.948B | |||
| Open | High | Low | Value | Volume |
| $3.16 | $3.16 | $3.09 | $2.133M | 681.9K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 16073 | $3.08 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.13 | 11665 | 2 |
View Market Depth
| Last trade - 16.10pm 01/07/2024 (20 minute delay) ? |
| LSF (ASX) Chart |