dgoff

[dgoff @LongmanCapital]

@kpersh @realRick_AUS Would like to buy all 4 seats. What is the best way for me to contact

[dgoff @LongmanCapital]

@Larryjamieson_ @Totus_Capital Pocock and Quade!

[dgoff @LongmanCapital]

@RAMCOCAPITAL @returnoncap @theTIKR and also owns Aena

[dgoff @LongmanCapital]

@GregHoffman15 Please pass the number onto me as well!!!

[dgoff @LongmanCapital]

@GeoffWilsonWAM @X $23.52

[dgoff @LongmanCapital]

@RonShamgar 15bn refers to enterprise value. Need to adjust for debt to get equity value for GDCs holding

[dgoff @LongmanCapital]

@Larryjamieson_ Favourite stock other than FICO?

[dgoff @LongmanCapital]

@YellowLabLife @respeculator @zhanginu @Dream_S14 @nyetjgoldblum And need to adjust NHC for convertible notes dilution

[dgoff @LongmanCapital]

@Saintly96 Yep. They could have also made the entire equity raising via a rights issue.

[dgoff @LongmanCapital]

@Saintly96 Agree. All they had to do was adjust the rights issue price by the dividend amount.

[dgoff @LongmanCapital]

@JohnTheFascist @respeculator @aggresivevalue @zhanginu @Alpaca_Capital Do you include tax? WHC will be a taxpayer in FY23

[dgoff @LongmanCapital]

@MichaelWhiting Some good news is Lions are still second and 6 of remaining 10 games are at the Gabba so destiny in their hands

[dgoff @LongmanCapital]

@SlingshotCap 👏

[dgoff @LongmanCapital]

@Investmentideen $ROP

[dgoff @LongmanCapital]

@buccocapital That was excellent.

[dgoff @LongmanCapital]

@lachlanbjensen UOS

[dgoff @LongmanCapital]

@Tristanwaine CEO seems quite promotional. Any thoughts? Is it just because he needs to given the micro market cap and lack of awareness?

[Mark Gottlieb @MarkGottlieb]

Patty Mills 🐐
Men At Work 🎶
Beers 🍻

Here’s a party I would’ve loved to be at 🤣🏀

#basketball #Tokyo2020 #olympics

[dgoff @LongmanCapital]

@abroninvestor @psimpsonmorgan @Patrick_Poke Allgas was another good one

[Andrew Brown Dynastic Investor 🇦🇺🏴󠁧󠁢󠁥󠁮󠁧󠁿 @abroninvestor]

Memory lane: "70-80% was in smaller companies. Australian Chemical Holdings, Gibson Chemicals, Wattyl paints, Bundaberg Sugar, Reece, Soul Patts, Brickworks, George Weston Foods, National Can Industries" @psimpsonmorgan @Patrick_Poke don't get many like them any more.