AVJ avjennings limited

Market too volatile. I’m getting some housing exposure. We are...

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    Market too volatile. I’m getting some housing exposure. We are in a housing boom are we not?

    My gut feel of NTA / share is in the $1.10s, as house prices are rebounding and land is also getting more expensive, which means I’m paying ~50c in the dollar. Ok I’ll take it!

    What am I missing here??
 
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