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Yeah its been interesting on the ASX, the announcements sound great and the results are the opposite. They seem to throw in some bombs in there from massive earnings growth to suddenly a loss....
Very small % of portfolio in the ASX and all but one in the green. Will let the year play out and decide.
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Good to see more in the black this time around compared to last year.
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Well today's announcement wasnt that bad. Guess its a business that is seeing some growth in these turbulent times
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Decent result today. Business getting back on track.
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I listened to the investor briefing. He was reasonably bullish , but wasn't talking it up . Mentioned dividends a number of times. I think they will be able to keep picking up business as this industry evolves. 2nd half of the year is always bigger for them as well....
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Didnt get a chance to listen in. I think its heading in the right direction now, margins are still pretty lean though... A very small position and will keep holding for now
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 Originally Posted by percy
Just listening to the investor briefing Percy , growth industry with everyone sitting at home day trading !!!!
DISC: Well positioned
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After reading www.dmxam.com.au latest newsletter, where they thought "a minimum 30% EBITDA uplift for the year" I doubled my holding.Interesting to note that that increase % is nearly double SEQ's current PE of 15.28.
Also buying are directors Carry Cole on 1/12/2021 and John Larson on the 3/12/2021 and today.
The old saying directors buy for one reason,but sell for a number of reasons comes to mind.
Last edited by percy; 15-12-2021 at 07:37 PM.
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