Seeka

[Hectorplains]

I like SEK a lot. Like SCL, but the product is more prone to damage. Still, I think they have a better moat and NTA is higher, which is a big deal for me. SCL probably has more growth due to its lack of maturity on the NZX and liquidity + excitement.

I tried to buy in a while ago, but the deal never went through and I ended up buying something else.

Had a friend do some work for SEK, he thinks they're a smart bunch running a solid company.

Snap! I had an order go unfilled for ages and swapped out to another play instead (PGW - doh!). I'm really interested in two points you make about their better moat and higher NTA. Can you elaborate on these? I'd be really keen to read your thinking on this.