Its a Firm Hold for me ...only looking to Add ...Never to exit from such a wonderful investment ...my top pick long term
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In hindsight.
I have been wondering why the plunge from $8.40 to $7.70
$0.70 drop from end April to now.
Why?
The gorillas trying to shake the tree?
Smart a......s !
Is the DRP running for this dividend? To busy to check properly but couldn’t see any mention of it at a first glance.
Phillippa Harford CFO & Jason Boyes
CFO well versed giving presentation today
Inflation protection in its assets.
CDC high alert for cyber security. Investing in cyber security. Bond yields down, risk free rates increased. Valuation of CDC conservative. Other data centers in advanced planning. Future green fields development valuations not included.
Demand for renewable Energy assets. Hold ups with supplies for construction, freight costs high.
Hedged input costs. Tax credits significant.
Longroad still conservatively valued, not market to market.
Dividends well imbedded
12 cents final divvy… not much of a lift. Don’t own shares but really like them and what they do. Just need to lift the div up and I’m in.
smart operators alright at adjusting there portfolio for the times