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 Originally Posted by NZSilver
still plenty of value at this price
I agree.
Big infrastructure spend means ACF are "well positioned".
Right company, in the right sector, at the right time.
With the deferred acquisition payments out of the way, ACF should generate the cash to be able to keep taking advantage of the growth opportunities available .
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Originally Posted by Fiordland Moose
company had a run over last week - word either got out or market anticipated revised guidance - but I see at todays close of 51.5c and midpoint EPS guidance of 6.35cps the PE remains anchored at 8.1x. the market loves this business at 8.1x. it's ALWAYS at 8x PE. some business swing so wildly. this one - you know its worth 8x PE....I hope until one day its worth 10x  eitherway - nice to see some consistency in how the market operates (well - over the last 6 months while i've been watching and eventually became a sh'r)
I've only owned it for a few months but it looks like the PE was a lot higher in the past. With earnings growing strongly certainly looks to have a strongly asymmetric upside risk
Last edited by DarkHorse; 10-02-2022 at 10:01 PM.
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I added to my position late last week.
Great look at how good the results really were here: https://hotcopper.com.au/threads/acf...st_id=59536590
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another upgrade 
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Originally Posted by Fiordland Moose
another upgrade
Love them..
https://cdn-api.markitdigital.com/ap...df02a206a39ff4
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Valued as a low growth, high risk company when the opposite is true. Fwd PEG <0.12
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Interesting company .. jumped in for the ride ahead of the div
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Member
Picked up a few when it dipped to 49 this afternoon. Happy accumulator.
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Originally Posted by audiav
Picked up a few when it dipped to 49 this afternoon. Happy accumulator.
Crikey you paid less than the recent purchases by directors.!!!..
Good on you.
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