All right lets play even more hardcore with SGR NTA given the risks:
Step 1: Include current assets less current liabilities: Deficiency of $108m, add ALL liabilities of $312m = deficiency of $420m
Step 2: include only PPE of $1,714 and investment in associate of $686, thats its it from the NCA of the balance sheet.
-$420+$1,714+$686 = $1980.
Step 3: we go back to FY23 annual report and take out more numbers that are not absolute hard numbers:
From the above we are going to take out leasehold improvements, plant and equipment and right of use assets.
So $1,752 - $21.7 - $153 - $147 = $1,431.
So we are going to plug $1,431 into Step 2 above (instead of $1,752).
$1,752- $1,431 = $321 reduction.
So from Step 2 we will further reduce adjusted NTA by $321.
This gives me an even more conservative number of $1,980-$321 = $1,659.
Current market cap $1.2b odd.
Discount to even more conservative NTA $1,200/$1,659 = 28%.
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Last
44.5¢ |
Change
-0.005(1.11%) |
Mkt cap ! $1.276B |
Open | High | Low | Value | Volume |
44.5¢ | 45.5¢ | 44.0¢ | $2.550M | 5.702M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 47731 | 44.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
45.0¢ | 280149 | 8 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 47731 | 0.445 |
16 | 615067 | 0.440 |
12 | 588931 | 0.435 |
18 | 727292 | 0.430 |
5 | 361176 | 0.425 |
Price($) | Vol. | No. |
---|---|---|
0.450 | 152981 | 6 |
0.455 | 385968 | 14 |
0.460 | 472075 | 6 |
0.465 | 347731 | 5 |
0.470 | 330947 | 6 |
Last trade - 16.10pm 14/05/2024 (20 minute delay) ? |
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Last
44.5¢ |
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Change
-0.005 ( 0.27 %) |
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Open | High | Low | Volume | ||
44.5¢ | 45.3¢ | 44.0¢ | 4019734 | ||
Last updated 15.59pm 14/05/2024 ? |
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