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Value Collector

Value Collector

Have courage, and be kind. From Spaceship Earth
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    • Value Collector
      Value Collector reacted to Smurf1976's post in the thread APA - APA Group with Like Like.
      My own view is toward somewhat higher domestic market consumption as a distinct possibility. At the residential level there's a lot of...
    • Value Collector
      Value Collector reacted to So_Cynical's post in the thread APA - APA Group with Like Like.
      Yep i saw a similar chart thus came to my conclusion, demand will be strong going forward for at least a decade.
    • Value Collector
      Value Collector replied to the thread APA - APA Group.
      if you take a look at this prediction graph, ignoring the purple because that is the export market that APA is less aligned with, and...
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    • Value Collector
      Value Collector replied to the thread APA - APA Group.
      @finicky Take a look at a couple of these slides to better understand APA. In particular notice the big difference between the...
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    • Value Collector
      Value Collector replied to the thread APA - APA Group.
      I ran some numbers, it’s an 8.5% dividend yield at face value. But, considering that the next dividend goes ex dividend in less than 2...
    • Value Collector
      Value Collector replied to the thread APA - APA Group.
      The free cash flow does translate to strong dividends, their dividend has risen every year for 25 years. Book value is artificially low...
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    • Value Collector
      Value Collector replied to the thread CSL - CSL Limited.
      It also is the type of company that many believe to be “recession proof”, some people would be willing to pay a much higher than normal...
    • Value Collector
      Value Collector reacted to Value Hunter's post in the thread CSL - CSL Limited with Like Like.
      $5.47 USD was the EPS for CSL in FY2024. in FY 2014 CSL generated EPS of $2.70 USD. It slightly more than doubled its EPS in 10 years...
    • Value Collector
      Value Collector reacted to Value Hunter's post in the thread APA - APA Group with Like Like.
      I do not own the stock but if I currently had spare cash I would buy some. It is certainly starting to look attractive now.
    • Value Collector
      Value Collector replied to the thread APA - APA Group.
      When in doubt buy more, I have topped up twice recently, 8.5% divvy with tax advantages is pretty seductive. I spent around 2 hours...
    • Value Collector
      Value Collector replied to the thread CSL - CSL Limited.
      An interesting test of that theory would be to go back to a year (say 5 years ago), where it’s pe at the time would have made you think...
    • Value Collector
      Value Collector reacted to basilio's post in the thread Electric cars? with Like Like.
      BYD is hitting the ground running with their Shark electric ute. It will run 80-100k on pure electric then has a small petrol motor to...
    • Value Collector
      Value Collector replied to the thread The Top of the market is Looming?.
      Think about it though, putting a 25% tariff on TV’s probably would make Australia make TV’s here it would just make TV’s more expensive...
    • Value Collector
      Value Collector replied to the thread The Top of the market is Looming?.
      The USA is a huge exporter, it not only exports goods, but it’s the worlds largest destination for tourism, it exports media (movies...
    • Value Collector
      Value Collector replied to the thread The Top of the market is Looming?.
      When you think about it though, you are incentivising the movement of labour and capital away from new and developing industries where...
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