Just wanted to mention I will be unlikely to follow the stocks MEL & PTB as recently have ceased holding after being in both for about a year. Both I would describe as stories where nothing unexpected occurred yet the market moved from a cheap valuation to fair value. Continue reading “A COUPLE OF SALES & POTENTIAL OPPORTUNITIES WITH DEMERGERS”
Tag: PTB Group Limited
REF – A 1 cent fully franked dividend was confirmed recently. Whilst I fully expected this sometimes I feel the stock is priced such that the market expects management to waste the cash on some ridiculous acquisition. So to see the dividend actually declared is still pleasing. Continue reading “REPORTING SEASON updates REF, UOS, SSM, PTB, MEL, APW, MVT, TOP.”
AAC – I bought this stock earlier in the year for about $1.30 and had expected to grind up slowly to a more realistic NTA of about 1.60, being the top of a trading range in which I may sell. Continue reading “Company news updates AAC, KBC, PTB.”
PTB – reaffirmed guidance and clearly stressed their preference to pay fully franked dividends as much as possible. We may not be far from a large dividend that will hopefully provide a catalyst here. Continue reading “PTB, NGE, AAPL:US,”
Period 2nd half December 2015 written January 1st. Continue reading “Market update for 2016 beginning”