sharetrader
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  1. #71
    Senior Member
    Join Date
    Sep 2013
    Posts
    526

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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?

  2. #72
    percy
    Join Date
    Oct 2009
    Location
    christchurch
    Posts
    17,240

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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.

  3. #73
    Aspiring to be an Awesome Bear
    Join Date
    May 2016
    Location
    In the Woods
    Posts
    1,588

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    Quote Originally Posted by percy View Post
    A Cracker
    NPAT up 57.4% makes the current PE of 16.67 look extremely modest..lol.
    https://cdn-api.markitdigital.com/ap...df02a206a39ff4

    Gee Whiz Bang Percy you can certainly pick them! Well done

  4. #74
    percy
    Join Date
    Oct 2009
    Location
    christchurch
    Posts
    17,240

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    Quote Originally Posted by RupertBear View Post
    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.

  5. #75
    Aspiring to be an Awesome Bear
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    May 2016
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    In the Woods
    Posts
    1,588

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    Quote Originally Posted by percy View Post
    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

  6. #76
    percy
    Join Date
    Oct 2009
    Location
    christchurch
    Posts
    17,240

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    Quote Originally Posted by RupertBear View Post
    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.

  7. #77
    percy
    Join Date
    Oct 2009
    Location
    christchurch
    Posts
    17,240

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    Trading halt.
    Another acquisition.

  8. #78
    percy
    Join Date
    Oct 2009
    Location
    christchurch
    Posts
    17,240

  9. #79
    Senior Member
    Join Date
    Sep 2013
    Posts
    526

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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

  10. #80
    Advanced Member
    Join Date
    Feb 2011
    Location
    Wellington
    Posts
    2,453

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    Quote Originally Posted by DarkHorse View Post
    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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