"This hasn't played out as I expected. SDF has always been on my do not buy list due to the QBE connection. It seems leopards can change their spots - or at least their position in the company hierarchy."
You referring here to the businesses that SDF acquired from QBE some years back?
Or to the fact that the Chair of SDF is a former long-term QBE CEO, who left QBE in a less-than-great shape after the mother of all global acquisition forays during his tenure at QBE?
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SDF Price at posting:
$5.39 Sentiment: None Disclosure: Held
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