BKW is close to my largest holding, have a lot of faith in the Milners.
However I would take all the property numbers with grain of salt, as Australian listed property in general may be suffering from a valuation dispute. Think of the recent NTA gaps in REITs, commercial property etc. According to the REITs, many are at 30 - 40% under NTA. The market just doesn't agree, values them at less, and apparently also does so for BKW.
I wonder what will happen, but time will tell. My uneducated guess - the price may dip a bit in the short to medium term. in the latest AGM, Lindsay Partridge forecasted a slow down in the bricks business in 2023, which together with a general property down turn in Aus, may provide a good buying opportunity for BKW imo.
I'll be buying, have great deal of faith in these guys are stewards of capital over the long term.
BKW is close to my largest holding, have a lot of faith in the...
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Last
$26.59 |
Change
0.030(0.11%) |
Mkt cap ! $4.056B | |||
| Open | High | Low | Value | Volume |
| $26.62 | $26.79 | $26.54 | $2.541M | 95.45K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 486 | $26.58 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $26.63 | 1242 | 2 |
View Market Depth
| Last trade - 16.10pm 03/05/2024 (20 minute delay) ? |
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Last
$26.61 |
Change
0.030 ( 0.06 %) |
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| Open | High | Low | Volume | ||
| $26.63 | $26.75 | $26.55 | 25877 | ||
| Last updated 15.59pm 03/05/2024 ? | |||||
| BKW (ASX) Chart |