updated mathematical mof garble, page-12

I've updated this list for my own research so thought i'd post. Wish i could add attachments as its way too messy to read when posted!

Key highlights:

* MOF moved up again to 8th place in this analysis
* GMG running at under 6% of 52 week high. MOF at 14%
Is GMG a bargain?... quite possibly since Macquarie seem to be funding it too... and they must be confident...
* Dividends due (or potentially due) from quite a few in the table in june. Some will clearly declare no divi, but those that do declare will have significant support to their SP and suspect will be the big winners in this sector in June.
* MOF divi of 0.75c probable / possible?
* Mid table plays such as CHC / MCW / BJT should strengthen into likely divi announcement too and i find it unlikely they will drop back much in month ahead as a result - my bet is they'd increase significantly in SP and are good horses to back.
* Will people sell down at end of June to get a capital loss into their tax? If so then maybe VPG and the likes might stay stagnant, particularly with no divi.
* In summary, although at this precise moment i don't hold any MOF (i sold out a couple of weeks ago on a swap deal for IIF due to MOF heading downwards), i would like to get back in, and i think the key to where MOF is heading is based on the confirmation or cancellation of a 0.75c divi in the weeks ahead, but very keen on diversifying further maybe into GMG / MCW / MLE also.... (yes there seems to be a strong Maquarie theme here.....). Possibly MCW seems the best value for me just at this moment because their divis are only twice a year and feel more confident in the ratio they will declare as a result...... wish i had more money to invest!

Welcome any feedback / thoughts :)


Pos Code Price 52 Wk High SP/52 High % 52 Wk Low SP/52 Low % Pos Change last 2 weeks
1 GMG 0.24 4.22 5.69 0.14 71.43 +1
2 VPG 0.07 1.03 6.80 0.02 250.00 -1
3 ILF 0.053 0.7 7.57 0.02 165.00 +1
4 IIF 0.17 2.09 8.13 0.06 183.33 -1
5 AEZ 0.055 0.48 11.46 0.01 450.00 n/c
6 FKP 0.735 6.31 11.65 0.3 145.00 n/c
7 TSO 0.215 1.67 12.87 0.04 437.50 n/c
8 MOF 0.155 1.11 13.96 0.07 121.43 +1
9 CER 0.078 0.45 17.33 0.02 290.00 -1
10 SDG 0.555 2.83 19.61 0.29 91.38 n/c
11 CNP 0.083 0.42 19.76 0.04 107.50 n/c
12 MDT 0.12 0.57 21.05 0.02 500.00 +1
13 APZ 0.315 1.42 22.18 0.22 43.18 +2
14 GPT 0.49 2.1 23.33 0.19 157.89 -2
15 MCW 0.315 1.28 24.61 0.1 215.00 +1
16 CHC 0.37 1.5 24.67 0.16 131.25 +2
17 ABP 0.315 1.26 25.00 0.14 125.00 n/c
18 BJT 0.3 1.17 25.64 0.16 87.50 +1
19 LLP 0.14 0.54 25.93 0.08 75.00 -5
20 ALZ 0.385 1.36 28.31 0.19 102.63 +2
21 IOF 0.455 1.5 30.33 0.2 127.50 -1
22 AEU 0.295 0.94 31.38 0.14 110.71 -1
23 DXS 0.665 1.6 41.56 0.52 27.88 n/c
24 OAK 0.5 1.1 45.45 0.24 108.33 +2
25 SGP 2.76 6.05 45.62 1.96 40.82 -1
26 CPA 0.76 1.6 47.50 0.67 13.43 +1
27 CDI 0.4 0.82 48.78 0.28 42.86 +1
28 WDC 10.04 19.4 51.75 8.68 15.67 -3
29 LLC 6.76 12.76 52.98 4.85 39.38 n/c
30 MLE 1.36 2.2 61.82 0.79 72.15 n/c
31 CFX 1.65 2.48 66.53 1.42 16.20 n/c
32 BWP 1.63 2.03 80.30 1.31 24.43 n/c