This is a mobile optimized page that loads fast, if you want to load the real page, click this text.

ALD - Ampol Limited

Jump to new
Morning Star calls ALD overvalued. By three bucks, apparently . ( S.P. up a bit today to over $ 40 )
( Yawn .) I've had this thing since last century when it was called something else ....Caltex ! That's right. Still got the original scrip somewhere in the bottom drawer .
I think I now understand Mr. Skates new way of thinking but Jeebus mate , it's so.....effin Boring ! It's like....jeez , I dunno ......real estate !
Ya gotta get strapped in behind the wheel again and back out on the racetrack .
 
12 month rolling ff div yield on ALD is impressive , probably got room to go higher tbh . Multiples not crazy at all . Put on my list for screening down the track
 
dyna said:
( Yawn .) I've had this thing since last century when it was called something else ....Caltex
Click to expand...
SCAMpol is what I call it. Generally avoid it like the plague due to their full on prices.
They inherited the right to fleece you see. Pun intended.
How old are you really...?!

 
Black Rock bailed out of ALD .
Completely ( ? )... Seems that way by the look of yesterday's disclosure notice to the ASX . Thirty million shares sold recently in one go , so that must have been them , perhaps .
S. P. at $ 29 so their timing has been pretty hopeless . Was over $ 40 at start of the year .
Insto's eh ? Supposed to be on top of their game , right ? Not this time , unless they 've been holding for a very long time .
 
State Street also sold down its ALD holding but only by 3 million shares to 17 1/2 million ( 7.36% voting power , now .) at end of November .
 

Attachments

  • Change-in-substantial-holding.PDF
    5.5 MB · Views: 1
Good evening
Chart Update.
Not tooooooooooo bad a New Year run to start with... for Ampol
Hourly


Not holding
Never traded.

Kind regards
rcw1
 
added to Djerriwarrh’s portfolio:

Ampol (formerly known as Caltex) was the only new holding added to the portfolio during the period. Ampol is Australia’s leading vertically integrated energy company. It operates businesses across convenience retail in Australia and New Zealand, as well as the refining, supply and marketing of fuel. We believe that Ampol is a better business today compared to five years ago. The earnings mix is better, the balance sheet is solid, the quality of the network has improved and the management team has demonstrated good capital allocation and discipline. Ampol primarily offers our portfolio an attractive level of dividend income, especially if trading conditions in its refining business improve from the current cyclically low levels.
 
You must log in or register to reply here.

Similar threads

CCL - Cuscal Limited
Replies
9
Views
1K
Dona Ferentes
Little Leo's Roadside Stall
Replies
1
Views
185
wayneL
January 2025 Stock Competition Entries!
3 4 5
Replies
96
Views
6K
Joe Blow
  • Sticky
November 2024 Stock Competition Entries!
2 3
Replies
40
Views
4K
Sdajii
December 2024 Stock Competition Entries!
2 3
Replies
54
Views
4K
rcw1
R
Menu
Log in
Register
Cookies are required to use this site. You must accept them to continue using the site. Learn more...