ATG 0.00% 39.0¢ articore group limited

SAINTEXGood points as usual!! Rather then beat the same drum how...

  1. 134 Posts.
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    SAINTEX


    Good points as usual!! Rather then beat the same drum how cheap RBL is for the 50th time...I thought the ETSY results would possibly demonstrate my point. I agree with other posters that ETSY and RBL are different type of companies...but its the closest comparison I know. Both TPW and KGN focus on the smaller Australian markets...so to me, those stocks are not a good comp. I think we fundamentally agree RBL is a good bet moving foward.

    Like all on this thread, we all agree Friday's sell off was overdone. As for the UST market...I personally think the 10 Y/Inflation story is WAY AHEAD OF ITSELF. Yes, given the amount of stimulus pumped into the US economy...inflation will creep in. Saying that, u can still borrow money very very cheaply with the 10Y at 1.40% I think some of the silly valuations like Tesla will come down...but solid growth stories like RBL will continue to appreciate over time

    Good luck to all shareholders...
 
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