SDF 2.81% $6.23 steadfast group limited

Ann: Steadfast Group updates FY24 guidance, page-3

  1. 218 Posts.
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    Hi Chris,

    Not sure that the market doesn't care per se...

    Maybe more that this management team so consistently offers conservative guidance and then beats said guidance... again , again, again.

    So perhaps it could be that the market knows to expect that SDF consistently beats guidance and there is no surprise...

    This is not to take away from a most excellent management team and business model - these guys execute brilliantly and consistently deliver value regardless of business cycles, weather events, macro events, etc.

    Cheers.

    Cuppa
 
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