MTU 0.00% $12.17 m2 group ltd

Yeah, have put an order at 3.03, will see. I am keen to get back...

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    Yeah, have put an order at 3.03, will see. I am keen to get back in, after selling at a bit higher on Roger's concerns about higher debt and lower ROE. However, at around $3, it is better value, esp long term.

    I like the profile, and defensive recurring earnings here. There are many other stocks that look cheap today also, banks and industrial, but I doubt they can maintain that income in a recession. I think MTU can.

    What do you think of the integration update? And the dividend in the years to come? rising?
 
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Currently unlisted public company.

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