OTW over the wire holdings limited

Reverting back to the mean is underway, which should present...

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    Reverting back to the mean is underway, which should present opportunities to top up if overdone.

    I think it's slightly underpriced compared to EPS growth since listing and forecasted eps for this FY, with a forward pe of 23. Seems a little low given the organic growth forecasted, but I do hope they pay down debt before making more acquisitions. I don't think another CR is on the cards given our one relatively recently.

    With such a small market cap there's an even greater chance of growing. As bigger investors start to investigate they will see flashing green on key ratios, rnoa, roe ect and reason that it isn't already too expensive.

    IMO of course guys.
 
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