PWR 3.01% $1.89 peter warren automotive holdings limited

re: Powering down hill -BRW article Article in this weeks BRW...

  1. 128 Posts.
    re: Powering down hill -BRW article Article in this weeks BRW _Telstra issue. Quite a good article with some insight into the direction and why the price slide. They are using their script for the Clarity takeover, margins have shrunk

    Services 65% 25%

    Hardware 25% 5%

    Bought to many businesses

    Kaz slumping also.

    The market is being ruthless and is dumping any stock which builds up high expectation and doesn't deliver.
    Still a lot a lot of potential liquidity available but it seems to me a lot of "risk" capital is being soaked up so there could be opportunities for "value" investments at a later date. Where. I don't know. You tell me.

    Disclaimer: ASIC way to busy to worry about you or me.
 
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