5/31/2023 0 Comments Worst comes to worst zippyshareMatthew Kidman: It was a terrific result, given the other two. But the thing I think people forget is, yes, they’ll make more on their cash balances, but what about the 45 times PE? Those things don’t go in the same bucket. I’m getting a lot of people telling me I should buy it for rate leverage. Buy, hold or sell?īlake Henricks (HOLD): They’re just killing it. HUB24 comes out last, shoots the lights out. Matthew Kidman: Trading platforms, Praemium, Netwealth, terrible. So you’ve got to do your work and work out how sustainable you think that’s going to be. I think the question is still going to be about sustainability. They think, in the next two years, they will have re-allocated 100 per cent. But they’ve actually re-allocated 50 per cent of those China sales back into other parts of Asia. When they lost China I just thought, we’ll come back in five years and maybe we’ll mend fences and they can get it. I mean, I’ve never been so wrong about something in my life. Blake Henricks (HOLD): It’s a hold for us as well.
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