Australia's largest stock trading and investment forum Australia's #1 stock forum

WPR

Click for more information

0.80%

$2.47 waypoint reit

Agree on most points but Viva isn’t the only tennant !

First 7 Last

Share
Profile

Follow
peejay2

4,906 Posts.

387

20/06/22

16:29

Post #: 62096933
Share

Originally posted by volf: ↑

Yes, I was the one who raised the 3% fixed increases in a previous thread.

Talking my own book would be if I had a short position in Waypoint, I don't and wouldn't at this price because it's not expensive. However, the price I would buy WPT at is significantly below the current SP, so I do not even have an interest in trying to be a "downramper".

The tenant, Viva Energy, would be acutely aware of the EV penetration and monthly sales at all their sites. They won't begin negotiating harder on leases when EV has become an issue, they'll begin worrying when the rise in EV penetration suggests that it will become an issue in 5-10yrs as these are the lengths of their leases and options in most cases.

Like most succesful fund managers, Roger is a great salesman and wordcel but think you'll find his track record as an investor is sub index level. Would suggest people think for themselves rather than listen to career investors who have never been at the coalface in any of the industries they speak so authoritatively on.

Expand

Agree on most points but Viva isn’t the only tennant !

WPR Price at posting: $2.25 Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

ASX Market Open: Local bourse to fall as world awaits Fed call | July 30

TVN

Tivan Limited unveils PFS for Speewah; 10Y LOM with average annual earnings of $114M

EQN

Equinox finds REEs up to 10,110 at surface in Brazil, notes possible titanium dioxide project

BMO

Bastion Minerals acquiring Canadian copper portfolio – but thanks to China, prices are sinking

GPR

Geopacific Res posts scoping study for 1.56Moz Woodlark project in PNG

There are more pages in this discussion • 16 more messages in this thread...

First 7 Last

Add WPR (ASX) to my watchlist

(20min delay)
Last $2.47		Change -0.020(0.80%)		Mkt cap ! $1.672B

Open	High	Low	Value	Volume
$2.47	$2.48	$2.46	$40.59K	16.43K

Buyers (Bids)

No.	Vol.	Price($)
9	9892	$2.47

Sellers (Offers)

Price($)	Vol.	No.
$2.48	1942	9

View Market Depth

No.	Vol.	Price($)
1	35	2.670
1	1197	2.610
2	176	2.560
2	5558	2.490
3	8035	2.480

Price($)	Vol.	No.
2.250	18	1
2.300	2000	1
2.370	2497	7
2.410	111	4
2.420	425	3

Last trade - 10.13am 30/07/2024 (20 minute delay)

WPR (ASX) Chart

SPONSORED BY