DGL - DGL Group

[Rawz]

Any holders got concerns about all these acquisitions coming at the top of the cycle?

[Louloubell]

Not me Rawz, I see them as bottom draw material. They make up 6% of my portfolio.

[newbieinvestor]

Any holders got concerns about how the rising oil prices might affect their margins ?

[nztx]

Any holders got concerns about how the rising oil prices might affect their margins ?

An exercise in passing extra costs on to their customers perhaps ?

Similar to MFT and others in the same boat maybe

Been watching this one for a while

[percy]

Livewire this morning.
DGL Group (ASX: DGL)
Ben Rundle (BUY): DGL Group is the stock that I think can outperform. They are a producer of chemicals, they do storage as well as recycling of those chemicals. The beauty of this industry is that there are high barriers to entry in terms of the capital cost and the permits that are required to be able to operate. Simon Henry, the MD, owns just shy of 60% of the business. I think he's done a fantastic job. He's a very good capital allocator and he's already made about eight acquisitions since they listed. I think that it is a really exciting company and it'll be much bigger in a few years’ time.

[sb9]

CEO Simon bought a cool 500k shares on ASX, just follow the smart money.

Perhaps, the new thread could be either merged here or closed altogether, too confusing.

[newbieinvestor]

It would be good to avoid confusion if the administrators:

1) Merge or delete the other duplcate DGC thread (https://www.sharetrader.co.nz/showth...-Dgc-dgl-group)
2) Rename the Delegats Group DGL thread to include Delegats Group in the title (https://www.sharetrader.co.nz/showth...378-DGL/page12)

[newbieinvestor]

It would be good to avoid confusion if the administrators:

1) Delete this thread or merge it with the other DGC thread (https://www.sharetrader.co.nz/showthread.php?12096-DGC-DGL-Group)
2) Rename the Delegats Group DGL thread to include Delegats Group in the title (https://www.sharetrader.co.nz/showth...378-DGL/page12)

[sb9]

What just happened there

[Louloubell]

I am wondering the same! No company news.