Forum Topics KME KME Management

Pinned straw:

Added 5 months ago

Another on-market purchase by Damien Banks of around $120k.

RogueTrader
Added 2 months ago

I see Harley Grosser has written an insightful report on KME in LiveWire (his fund bought over 4 million shares recently):

"...we feel comfortable we have acquired a business run by smart operators, with a long-term track record for growth and market tailwinds all at a very low multiple of free cash flow."

Back to School - A 50 year old business on PE 7x - Harley Grosser | Livewire


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thunderhead
Added 2 months ago

it does look rather compelling, all things considered. I have been buying recently too, between 40-55c.

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