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
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Last
$3.21 |
Change
0.040(1.26%) |
Mkt cap ! $1.997B | |||
| Open | High | Low | Value | Volume |
| $3.17 | $3.21 | $3.17 | $1.119M | 351.0K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 16968 | $3.18 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.21 | 6351 | 2 |
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| Last trade - 16.10pm 25/06/2024 (20 minute delay) ? |
| LSF (ASX) Chart |