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Simple business model, prudent but ambitious management, no debt, capital light, strong brands, sector tailwinds, low multiples, high growth, economies of scale, long runway for expansion.
What's not to like?
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A Cracker
NPAT up 57.4% makes the current PE of 16.67 look extremely modest..lol.
https://cdn-api.markitdigital.com/ap...df02a206a39ff4
Last edited by percy; 17-02-2022 at 01:45 PM.
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Originally Posted by RupertBear
Gee Whiz Bang Percy you can certainly pick them! Well done
Wish I could,but no I am coat tailing on DMX's skills.
Awhile ago I was so impressed with DMX's seq forecasts I doubled my SEQ holding.Not huge,but my largest Aussie holding.
PTG and MSL also have reported.Was not too sure about their results,however the market liked them and their share prices are up..lol.
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Originally Posted by percy
Wish I could,but no I am coat tailing on DMX's skills.
Awhile ago I was so impressed with DMX's seq forecasts I doubled my SEQ holding.Not huge,but my largest Aussie holding.
PTG and MSL also have reported.Was not too sure about their results,however the market liked them and their share prices are up..lol.
i would be ever so grateful if you would buy some BNPL shares Percy as I am sure they will go up if you are a holder
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Originally Posted by RupertBear
i would be ever so grateful if you would buy some BNPL shares Percy as I am sure they will go up if you are a holder
Best not to mention that sector to me.
KW suggested I buy APT at $1.50..I did not like the idea of young people getting into debt,so I did not buy any.
One day I will write a list of all the great shares I either sold too early,or decided not to buy..............lol.
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Trading halt.
Another acquisition.
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As with the business in general, nice upside and low risk. If anyone's found a reason not to invest in SEQ, it would be good to know - start to doubt myself if I find only upside
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Originally Posted by DarkHorse
As with the business in general, nice upside and low risk. If anyone's found a reason not to invest in SEQ, it would be good to know - start to doubt myself if I find only upside
The only downside appears to be one big seller. Been kicking around for a long time. Think they got shares a few years back as one of the things we acquired , when they are finished I'm sure these will push on.
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