AOV 0.10% $10.50 amotiv limited

Bottom drawer for awhile with a few others., page-7

  1. 138 Posts.
    lightbulb Created with Sketch. 12
    I think you at right about the selling pressure and common sense says given the capital raise is under water we will get tax loss selling sometime this financial year. I like their proportion of longer term fixed debt. The stock is a little like svw where some parts make money while others don’t (eg beach, caterpillar but not bld).
    So higher interest rates, FX problems and purchased business with a lagging performance until second half of this FY. Still with a twelve to eighteen month time frame $10
    Having said all of that we need to wait for the AGM which may make me look an unreasoning dope. I don’t like the pain of financial lose but I can tell you I have invested in worse companies with way worse cash flow.
    DYOR
 
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