Im being more conservative this year due to anything could happen in the mkts and im not very optimistic, im hoping to finish in the black!
AOG "
Right now AOG is 39% of NTA whereas NZ companies Ryman and Summerset, both using the DMF model, are trading at 265% and 173% of NTA respectively! Even Aussie based lifestyle company (LIC) is trading at 270% of NTA." I havnt fact checked this.
APX AI . Wont run like it did last year, but i expect growth to continue at similar pace Download Document 307.83KB
IFL Absolutely hammered by APRA. May take longer then 1 year but im picking it.
OMN Unproven
Retail technology network hived off from westfield, unproven. $153 mill cash end of sep, mkt cap $52 million.$1.76high / 51c low