AZJ 0.88% $3.36 aurizon holdings limited

Thats exactly why they should spin it off to shareholders!!!!I...

  1. 7,359 Posts.
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    Thats exactly why they should spin it off to shareholders!!!!

    I didn't invest in AZJ as an arbitrage. I invested because the of the long term cash flow that will be generated. I don't think management is exceptional, but I do think the business has very high barriers to entry. So long as management doesn't completely stuff it up, the business dynamics and barriers to entry, mean I generate a decent long term return.smile.png

    This is a buffett type scenario: I prefer average management with a good underlying business model, to exceptional management with an average business model. Management changes, business model more enduring.

    Please please Mr Market, become scared and drop the share price!!!!
    Last edited by noomxx: 12/12/22
 
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$3.36
Change
-0.030(0.88%)
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$3.39 $3.40 $3.34 $26.03M 7.756M

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8 60787 $3.34
 

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Price($) Vol. No.
$3.36 80597 4
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