KDY 0.00% 2.7¢ kaddy limited

Regarding bmf, I've never seen a situation like this where one...

  1. 150 Posts.
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    Regarding bmf, I've never seen a situation like this where one person has been so consistent on their contrarian view despite so much opposition for so long, and been right the entire time.

    Contrarian calls are usually the winner in the long run, as the moves are generally more substantial, and the contrarian view on this stock surely has been ignored.

    A 5c call is not too far off where it is now, it's basically on target when you consider how far it's fallen (from the peak when most here were saying average up). I'd take bmf's next call on this stock more than anyone else's.

    I like DW8, and have been in and out a lot, with quite a large holding at times. The problem to me is just around the valuation, specifically at this stage of its existence.
 
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