I gotta say Peppie you got this one right- and your honest...

I gotta say Peppie you got this one right- and your honest appraisal is much appreciated. I have been following your posts carefully after this poor assessment on my behalf, and stumbled onto a winner :).

After the half-yearly, I still don't understand the finances, cashflows or economics of DGX. I have a strong feeling the haphazard reporting is due to intermittent cashflow depending on when they complete their sales, but obviously whatever it is, they aren't doing it right.

The risk/reward is favourable trading below NTA, but I won't touch this after the opacity of their last report. Good luck to holders.