AFF Member Stock Discussion

Nice jump on TWE this morning
I had a sell order at 7.99
It didnt get there.😤
Then when I logged on it went down
...


Interesting vertically integrated company MGH (concrete, and road asphalting, own quarries)
floated 2020 at $2 now $4.
Undergiong rapid expansion via acquisition of similar companies and also some diversification into real estate dev.
Is it expanding too fast?
 
Have sold some Codan which is CDA because $5 to $24 is too good to pass up.
I still think CBA and WES are still way too high for what they are doing but I haven’t sold WES just yet.
 
Anyone got Energy Action which is EAX? I believe they are going much better now. We have lots and they are thinly traded. Better people running it now does help a lot.
 
EDV has been running roughly. No one running it has not helped. Plenty of potential there with such a large turnover but shareholders are unhappy..
 
I am not allowed to deal in EAX or Acumentis which is ACU based on trading rules.In each case I have to wait for their report or update.
 
Moelis has a target of over $1.50 on Plenti which is PLT. Plenti really need to make some profits to justify that target. We have quite a few and I did call the company about making money. They have teamed up with NAB and the WA Government for some new business.
 

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