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 Originally Posted by percy
Just listening to the investor briefing Percy , growth industry with everyone sitting at home day trading !!!!
DISC: Well positioned
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After reading www.dmxam.com.au latest newsletter, where they thought "a minimum 30% EBITDA uplift for the year" I doubled my holding.Interesting to note that that increase % is nearly double SEQ's current PE of 15.28.
Also buying are directors Carry Cole on 1/12/2021 and John Larson on the 3/12/2021 and today.
The old saying directors buy for one reason,but sell for a number of reasons comes to mind.
Last edited by percy; 15-12-2021 at 07:37 PM.
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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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