Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
HI James & Team, I bought KLL at a much higher price. Do you see the potential for this potash producer? What about the investible potential of the royalty ETF ROYL & the small-cap COG? Thanks & regards Sidney
Hi Sidney,
KLL is not a stock on our radar having witnessed the $68mn WA player fall by 80% over the last 12-months. We are inclined to go big and buy BHP for Potash exposure.
COG Financial Services (COG) looks good around $1.80 especially as it’s started to pay out a reasonable fully franked yield. It may be a relatively small $340mn business but as it starts to pay a dividend it’s definitely worth watching especially as it’s not too expensive trading on an Est. valuation of 11.6x ’23 earnings.
Lastly, we have covered ETF ROYL in another question today.
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