Quote Originally Posted by Billy Boy View Post
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Dont get me wrong here as I have a sizable holding in ARG.(well into 6 fig's)
I now see Arg as fully priced and no where to go . As such I've stopped my buying on them.
A good thing in Arg's favour is their dropping of the retail sector. (IMO).
I see GMT as a better buying strategy for further down the track because of their model,
as you explaned above.
Fungus... welllll you have always had a snitcher GMT, and away's back I was agreeing with your
reasoning. But not now.
Time to dust off the suit and go for Arg's board ???
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cheers BB
Was I anti GMT a while back? Maybe. I don't remember, but obviously not too much cos I bought a few, but only 100,000 which is low in my collection of LPt shares. No doubt cos I saw them more as would be developers rather than investors. Still they haven't moved much in value, nor has dividend been anything spectacular. Is that going to turn round? I doubt it.