I would personally be looking at the big two in non-discretionary retail: WES and WOW, with maybe a small dose of MTS.
In the end, I would all depend on the price, but if they took a decent hit in a recession/GFC/crash situation, I would be going roughly equal weight in the main two. They may...
AHZ thanks Joe.
10 cents seems to be about the normal point where they retreat to when all is quiet before something gives them a bit of a kick up. Any good news should send them up around 15 cents or beyond again.
AVB please good sir.
Have dropped off a little bit from their high point despite the build up of favorable news. May not be this month that it happens, but sooner or later we should get a hit.
Since AVB has been taken I'll go with:
PDN
Thanks Joe
Near long term lows, Uranium price has made a decent uptick, and they've started to reduce their costs with putting a mine onto Care and Maintenance.
CUV thanks, the sharp drop on the 19th doesn't line up with the announcements and we've started to see a reversal. Any good news should hopefully see it bounce back towards the $5.00+ highs
AVB Please.
They keep promising so much, every intercept gives good news, it's just a matter of time until something positive happens and they move on up.
Re: Healthscope IPO
An employee, so had the opportunity to jump in via that route, but didn't seem quite right to me. Debt doesn't seem over the top (which is what I was expecting they would do as their MO once we were taken over), but the P/E ratio was a bit too high, potential to grow given...
No trade sale, going to IPO.
July 28th on the Market, Indicative price of $1.76 - $2.29/share, TPG Carlyle to retain 25%-40%
Market Cap of $3.3-$3.8 Billion.
Seems like the website with offer details isn't loading as of yet.
One market for fuel cells (and one I believe CFU is aiming at) is as a replacement/supplement to the backup diesel generator.
Useful for datacentres, and other places that require constant power. If they have natural gas lines, they can have fuel cells ready to provide standby power, without...
Long story short. 2 for 11 at 31c with the option to oversubscribe.
http://stocknessmonster.com/news-item?S=SAR&E=ASX&N=668698
(thanks Piggybank for making me aware of this site)
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