ADI 2.35% $3.05 apn industria reit

mkt cap low and buy side building, page-5

  1. 7,782 Posts.
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    what an onslaught!!

    hey nursery, i have the the person you replied to on filter/ignore, and he absolutely knows it, yet its hilarious seeing the response there when he knows i cant read anything he puts on any thread.. so its kinda weird seeing you post a reply to what on my screen is blank.. the other personal attack was taken care of way too easily..

    the market cap of the jvp partners imho are all low, and as you say the difference between the three is important, but they all know that.. its not rocket science stuff.. the motivation for their responses lay elsewhere..

    i know of two others who trade between them just as you do nursery, i get discussion on the differences often in a lot of emails, and i dont get how its creating such hostility, i am just as keen of the eka market cap being high as you are.. i think its great the eka holders are getting great value for the sugarkane, it also underpins the value of adi and aut when you start calculating cash in the bank and % of the play.. and its been talked about for years over and over about which jvp partnere has good value, with brokers in their reports and even by the one on ignore and the one who was suspended..


    you mention dilution of the eka shares, are your thoughts also around near term cap raisings also? just curious how you see it.. theres a pretty substantial program of wells to be drilled in the very near future.. adi and aut have terrific cash position atm,, what are your thoughts?


 
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