I was wondering if you would be commenting on this development for REH.
One of the things I can help worrying about, as mentioned earlier, is whether or not recent sales growth is simply a catch-up from a dearth of residential building and renovations in the years after the GFC and the PE owners are selling after finding someone prepared to capitalise this recent growth in earnings into a purchase price.
I note one of PM Capital's investing themes in their international fund (PGF) of late has been the recovery of US home building.
Ann: Acquisition of Morsco and Capital Raising Presentation, page-55
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Last
$25.02 |
Change
0.640(2.63%) |
Mkt cap ! $18.39B | |||
| Open | High | Low | Value | Volume |
| $24.83 | $25.27 | $24.62 | $24.82M | 990.9K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 4828 | $25.02 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $25.04 | 1239 | 1 |
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| Last trade - 16.10pm 25/11/2024 (20 minute delay) ? |
| REH (ASX) Chart |
