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GWA Group Ltd V.GWA


Primary Symbol: GWAXF

GWA Group Limited is an Australia-based supplier of building fixtures and fittings to households and commercial premises. The principal activities of the Company include research, design, import and marketing of building fixtures and fittings to residential and commercial premises, and the distribution and installation of various products through a range of distribution and customer channels in Australia, New Zealand and selected international markets. Its water solutions segment includes sale of vitreous China toilet suites, basins, plastic cisterns, taps and showers, baths, kitchen sinks, laundry tubs, domestic water control valves, smart products and bathroom accessories. The Company's brands include Caroma, Methven, Dorf and Clark. Its subsidiaries include Caroma Holdings Limited, Caroma Industries Limited, Caroma International Pty Ltd, Caroma Singapore Pte Ltd, Deva Tap Company Ltd, GWA Finance Pty Limited, GWA Group Holdings Limited, and GWA Group Holdings (NZ) Limited.


OTCPK:GWAXF - Post by User

Post by babyofbullionon Oct 31, 2020 9:47am
228 Views
Post# 31818297

Significantly derisked

Significantly derisked

Now the permitting risk is gone I'm looking at other risks and these to me are all acceptable. Am I missing anything big?

1. Financing - we know we need 20-30m USD to get into production, and it's possible that financing comes at some crazy / strange discount to the current share price. With permits in place and a healthy market in gold I can't see this happening. 

2. Technical problems when going into full production

3. Issues at the mill getting the recovery rates that are expected

Other things like future exploration not meeting our expectations but at this current share price I think no further discoveries are actually prices in. 

I already hold quite a lot of shares and trying to find a reason to not buy more. The only thing holding me back right now is the financing but I think that is going to be good for shareholders based on how upbeat Greg was in the last Crux interview. 

How do others feel about adding more to their holdings now?

 

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