CL1 0.00% $2.50 class limited

breakout, page-14

  1. 456 Posts.
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    Question for those more knowledgeable than myself - understanding these three businesses are respectively different in their value propositions, each however operate in the same general landscape and are AU specific. On a fundamentals basis is it reasonable to derive here that either the market has over-sold CL1 (taking into account Class very high retention rate and growth potential), OR are the two businesses here over-inflated and/or in HUB's case "priced for perfection" ?

    Any thoughts - Am I missing something here ??

    This yield (which has been consistently paid) seems highly attractive with the bonus of true potential growth...

    Class

    https://hotcopper.com.au/data/attachments/1572/1572023-718a1ea126d45c1076d61bed319ddb7b.jpg



    MYOB

    https://hotcopper.com.au/data/attachments/1572/1572021-073cdefa1090ffe6c79ae5238e70ab22.jpg



    HUB 24

    https://hotcopper.com.au/data/attachments/1572/1572017-e47dc978e2a721c5497d260cd4172e22.jpg

 
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Currently unlisted public company.

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