Agreed. Going to most likely need the post tax NAV to push through above @$2.30 before the wall takes any hits. Todays NAV will take a bit of a hit then a couple of small upward ticks but most likely still well shy. Still plenty of ammo in the buyback but can't see them using it unless the discount is 15% plus kind of thing.
Been a very good run but a bit of patience going to required now to see how this plays out. Intuitively feels like they are positioned the right way around, vaccine appears to be unfolding in line with what they thought, whether that equals NAV upside depends on Mr Markets mood now!
Reality Check, page-94
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Last
$3.06 |
Change
-0.050(1.61%) |
Mkt cap ! $1.913B | |||
| Open | High | Low | Value | Volume |
| $3.10 | $3.10 | $3.04 | $1.749M | 570.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 918 | $3.06 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.07 | 17124 | 2 |
View Market Depth
| Last trade - 16.10pm 11/10/2024 (20 minute delay) ? |
| LSF (ASX) Chart |