Shares in Codan (ASX:CDA) have de-rated from a 1-year forward P/E multiple, from ~27x 12 months ago to ~12x at present. This is given challenges in its Metal Detection Division. With growth opportunities emerging from the Communications Division and improved balance sheet capacity, is Codan becoming a value play, or value trap? About Codan Codan (CDA) has two main operations: i) The Communications division, which provides technology solutions to service worldwide defence, peacekeeping, humanitarian, commercial, broadcasting, security, public safety, and …

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We recently researched Elders (ASX:ELD) in The Dynamic Investor after the Company reported its interim results for the six months to 31 March 2022 (1H22). A combination of favourable external conditions and internal initiatives have continued to underpin earnings upgrades. In turn, this has underpinned the strong gains in the shares since the start of the year. However, with the share price having retreated over the past month, do current levels present an opportunity? About Elders Elders is one of …

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