@madamswer
I've taken a few quick looks at MVF and VRT since they listed as I like the longer term demand thematic, but I have never got comfortable with the supply side - seems like the very attractive economics you mention are starting to attract competition and there's relatively low barriers to entry here, plus the human capital in these businesses seems to have significant bargaining power.
How do you tend to look at these things? Do you think the business will be earning its current c.50% ROTA say 3-5 years from now?
@madamswer I've taken a few quick looks at MVF and VRT since...
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Last
$1.13 |
Change
0.010(0.90%) |
Mkt cap ! $465.6M | |||
| Open | High | Low | Value | Volume |
| $1.12 | $1.15 | $1.11 | $900.2K | 804.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 22 | 26466 | $1.12 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.13 | 71309 | 6 |
View Market Depth
| Last trade - 14.58pm 19/11/2024 (20 minute delay) ? |
| MVF (ASX) Chart |
