EDV 0.88% $5.07 endeavour group limited

Let's Get this Drinks Party Started!, page-101

  1. 5,423 Posts.
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    Bonus shares. Always welcome.

    All price predictions from $5 to $6.70 will come true in the next 12 months. I expect even lower at times, and to buy.

    Super funds will exit on ESG. The banksters will chisel an extra 1% on loans with the same theme.

    Dan Murphy's is the leading national bottle retailer and deserves a Bunnings multiple. The model could go global.

    If WES offered 25x earnings for it, would Bruce Mathieson sell, to end up with a larger proportion of the remainder?

    Pokies are a tax on the innumerate, some captured by government, some privately, high FCF.

    On hotels, I can see diseconomies of scale in properly managing more than twenty.

    Ash
 
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