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Ann: Trading Update, page-37

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MarsC

2,589 Posts.

127

07/01/18

20:20

Post #: 30108926
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Originally posted by Just_a_guy ↑

If you’ve got the time and inclination, I’d be very interested to hear your thesis on why holders of sdi should consider selling. I take it from your attendance at agm’s and your sentiment that you have a fair understanding of the business, it’s moats (or lack thereof), addressable market, valuation, and the pedigree of management.

Also in terms of Reh, of course we’d all like to own companies like Reece which should benefit from both the good times, as well as the bad (by reducing competition) but I think what MarsC was referring to with regards to abs house completions, is that the macro may reflect an impending downturn, and that Reh shares might be cheaper in the future and that it therefore may not be the best time to buy (selling due to cgt is a whole other proposition) rather than questioning the quality/attributes of the company.

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"shares might be cheaper in the future and that it therefore may not be the best time to buy"

No, not really. A business is worth the cash it delivers from now until eternity. An impending slow down will influence the present value of that cash, yes. But no, the primary issue is the current high prices being asked for businesses like REH.

SDI Price at posting: 45.0¢ Sentiment: None Disclosure: Not Held
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(20min delay)
Last $1.11		Change 0.000(0.00%)		Mkt cap ! $111.1M

Open	High	Low	Value	Volume
$1.11	$1.11	$1.11	$11.05K	10K

Buyers (Bids)

No.	Vol.	Price($)
2	291	$1.11

Sellers (Offers)

Price($)	Vol.	No.
$1.11	28248	2

View Market Depth

No.	Vol.	Price($)
3	3840	0.790
1	5000	0.720
2	4500	0.700
0	0	0.000
0	0	0.000

Price($)	Vol.	No.
0.800	3861	2
0.910	5000	1
0.920	10000	1
0.990	9810	2
0.000	0	0

Last trade - 10.08am 29/11/2024 (20 minute delay)

SDI (ASX) Chart