WAM Strategic Value Limited focuses on providing shareholders with strong risk-adjusted returns derived from an investment strategy focused on identifying and capitalizing on buying assets at a discount.
Price History & Performance
|Historical stock prices|
|Current Share Price||AU$1.25|
|52 Week High||AU$1.24|
|52 Week Low||AU$1.37|
|1 Month Change||-0.80%|
|3 Month Change||-6.04%|
|1 Year Change||n/a|
|3 Year Change||n/a|
|5 Year Change||n/a|
|Change since IPO||-1.58%|
Recent News & Updates
|WAR||AU Capital Markets||AU Market|
Return vs Industry: Insufficient data to determine how WAR performed against the Australian Capital Markets industry.
Return vs Market: Insufficient data to determine how WAR performed against the Australian Market.
Stable Share Price: WAR is less volatile than 75% of Australian stocks over the past 3 months, typically moving +/- 2% a week.
Volatility Over Time: Insufficient data to determine WAR's volatility change over the past year.
About the Company
WAM Strategic Value Limited focuses on providing shareholders with strong risk-adjusted returns derived from an investment strategy focused on identifying and capitalizing on buying assets at a discount. It intends to invest in LICs and LITs trading at a discount to their underlying asset values; and utilize a portfolio-based and index unaware investment methodology. The company was incorporated in 2021 and based in Sydney, Australia.
WAM Strategic Value Fundamentals Summary
|WAR fundamental statistics|
Is WAR overvalued?See Fair Value and valuation analysis
Earnings & Revenue
|WAR income statement (TTM)|
|Cost of Revenue||AU$0|
Last Reported Earnings
Next Earnings Date
|Earnings per share (EPS)||0|
|Net Profit Margin||0.00%|
How did WAR perform over the long term?See historical performance and comparison
Is WAM Strategic Value undervalued compared to its fair value and its price relative to the market?
In this section, we usually try to help investors determine whether WAM Strategic Value is trading at an attractive price based on the cash flow it is expected to produce in the future. But as WAM Strategic Value has not provided consistent financial data, and the stock also has no analyst forecast or coverage, its intrinsic value cannot be reliably calculated by extrapolating past data or using analyst consensus cash flow predictions.
This is quite a rare situation as 89% of companies covered by Simply Wall St do have a valuation analysis.
How is WAM Strategic Value forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?
Forecasted Diversified Financials industry annual growth in earnings
In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as WAM Strategic Value has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.
This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.
How has WAM Strategic Value performed over the past 5 years?
Historical Diversified Financials annual earnings growth
In this section we usually display a company’s past earnings and revenues to help investors visualise the trend through time. We also gauge the company’s performance by benchmarking its returns and growth to its industry peers and the wider market. However, WAM Strategic Value has not provided sufficient past data to assess its track record.
This is quite a rare situation as 97% of companies covered by Simply Wall St do have historical data.
How is WAM Strategic Value's financial position?
In this section we usually analyse WAM Strategic Value's finance health to determine how well-positioned it is against times of financial distress, in particular, its ability to manage its cash and debt levels. WAM Strategic Value has not provided adequate balance sheet data, its financial health cannot be properly assessed as it.
This is quite a rare situation as 97% of companies covered by Simply Wall St do have financial information.
What is WAM Strategic Value current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate WAR's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate WAR's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if WAR's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if WAR's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of WAR's dividend in 3 years as they are not forecast to pay a notable one for the Australian market.
How experienced are the management team and are they aligned to shareholders interests?
Ms. Katherine A. Thorley, also known as Kate, CA, B.Comm, GAICD, is Chief Executive Officer and Director at WAM Strategic Value Limited. She serves as Director at Future Generation Global Investment Compan...
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: WAR insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: WAR only recently listed within the past 12 months.
WAM Strategic Value Limited's employee growth, exchange listings and data sources
- Name: WAM Strategic Value Limited
- Ticker: WAR
- Exchange: ASX
- Founded: 2021
- Industry: Asset Management and Custody Banks
- Sector: Diversified Financials
- Market Cap: AU$223.200m
- Shares outstanding: 180.00m
- Website: https://www.wilsonassetmanagement.com.au/lic/strategic-value/
- WAM Strategic Value Limited
- Governor Phillip Tower
- Level 26
- New South Wales
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2021/10/18 07:05|
|End of Day Share Price||2021/10/18 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.