For those that missed it, here is the link. Watched it yesterday, perfect viewing for a rainy day.
https://www.openbriefing.com/OB/4703.aspx
Agree on the CRO, was not aware that they were able to control their mix as well as he indicated, which is good news from an expected claims perspective.
On the flipside I didn't realise that the CBA deal allows CBA to "insure" the better risk internally and then give GMA a crack at the less attractive risk. GMA price for it though, so we are getting good premiums, but a bit of adverse selection underlying that deal.
This current buy back is about to run out of ammo, it will take some time to kick off the 60 M share buyback. I think that in the current environment, without a buyback soaking up some of the selling, we may fall a bit in the intervening time between the two buybacks.
That could be a very good buying window.
For those that missed it, here is the link. Watched it...
Add HLI (ASX) to my watchlist
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Last
$3.87 |
Change
-0.060(1.53%) |
Mkt cap ! $1.127B | |||
| Open | High | Low | Value | Volume |
| $3.92 | $3.94 | $3.84 | $4.179M | 1.072M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 15063 | $3.87 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.89 | 5746 | 2 |
View Market Depth
| Last trade - 16.10pm 28/06/2024 (20 minute delay) ? |
| HLI (ASX) Chart |