DGL Group, $DGL.AX
@David You might be interested in https://toffcap.substack.com/p/dgl-group?r=3cylto&utm_medium=ios&triedRedirect=true
Already read that one! Toff was actually the one to pitch me DGL earlier this year.
All right. You are still going to do a write-up/analysis of DGL somewhere in the future ?
It is an interesting company although I wonder if it a good investment given the low RoIC and so-so FCF Yields. Analysts are quit bearish (no uplift from current levels seen), but might be side blinded
Yes I will. When depends on if I end up buying it or when I feel I have valuable info to share, that can't be found elsewhere
@David You might be interested in https://toffcap.substack.com/p/dgl-group?r=3cylto&utm_medium=ios&triedRedirect=true
Already read that one! Toff was actually the one to pitch me DGL earlier this year.
All right. You are still going to do a write-up/analysis of DGL somewhere in the future ?
It is an interesting company although I wonder if it a good investment given the low RoIC and so-so FCF Yields. Analysts are quit bearish (no uplift from current levels seen), but might be side blinded
Yes I will. When depends on if I end up buying it or when I feel I have valuable info to share, that can't be found elsewhere