Hi ASF, sorry but I disagree.
I have a stake in a few lending businesses in Sydney, and do a little with FFF. The acquisitions they have made are mostly cash cows...they will continue to spit out cash. That is the major difference between FFF and the stocks you have listed.
Also, Tony Wales provides a backstop IMO...and will not let this business fail.
I am a buyer but not yet at these levels.
Kiril.
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