REM Director Dealings Neutral
REMGRO LIMITED - Dealings in securities by executive directors, prescribed officers and the company secretary
Remgro Limited
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What this filing means
Remgro executives and the company secretary have sold shares primarily to settle tax obligations following the routine vesting of long-term performance awards.
Bull case
- The successful vesting of Performance CSPs confirms that management met key internal targets, including growth in intrinsic net asset value and free cash flow.
- The 73% to 89% vesting rates across various tranches demonstrate consistent achievement of long-term corporate performance conditions.
Bear case
- The stock's demanding trailing P/E of 73.4x suggests that significant future growth is already priced in, leaving a minimal margin of safety.
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