SDV 6.80% 48.0¢ scidev ltd

Ann: Results of SPP, page-12

  1. 94 Posts.
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    My three water holds are all copping it - and tbh most of them are in fairly good positions, arguably all better than they previously have been but with a worse share price on all. I feel like the fact that water is completely unsexy and everyone is chasing sentiment - EV/rare earths/biotech.

    The death of value investing?

    It sucks that the opportunity cost can be so high sitting in stocks like SDV and waiting for value to be recognised.
 
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