EPW 0.21% $2.43 erm power limited

"I know because I hold Metcash..." sab. Then you feel the pain...

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  1. 1,958 Posts.
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    "I know because I hold Metcash..." sab.

    Then you feel the pain here, sabman, WOW holders too... Two thoughts come to mind. First, SELL and don't look back. Done. Tax Loss. Moved On.

    Second, my take, rationally determine if EPW is a mis-priced asset, eg. Book is $1.34. P/B ~1.2. Use any metric you find useful to determine its value. Is it mis-managed? I use ROE here, 31.71. Old, but does one underperforming quarter suggest they're all drunk/stoned/stupid like Euro/US bankers?

    Then trade accordingly.

    Good Luck All.

    OV
 
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