AEZ
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0.00% 0.1¢ apn european retail property group

GG take a look at the Orbis report (if you haven't seen it...

  1. kozzy303
    168 Posts.
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    28/02/09
    01:50
    Post #: 4851274
    GG take a look at the Orbis report (if you haven't seen it already)
    http://www.orbisfunds.com.au/reports/SMEF-QuarterlyReport2008Q4.pdf

    Page 3 of the report has a few LPTs worth doing some research on.

    As an example it has Macquarie DDR Trust (MDT), current SP 3.7cents, NTA as per 2009 half year results 92cents, MDT do have some issues though gearing 60%, $148M debt maturing in June 2009.
    AEZ Price at posting: 1.9¢ Sentiment: None Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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