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
46.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $1.319B |
Open | High | Low | Value | Volume |
45.5¢ | 47.0¢ | 45.3¢ | $1.076M | 2.341M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
48 | 651387 | 46.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
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46.5¢ | 667967 | 74 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
50 | 681473 | 0.460 |
34 | 952873 | 0.455 |
56 | 741800 | 0.450 |
17 | 462515 | 0.445 |
30 | 746701 | 0.440 |
Price($) | Vol. | No. |
---|---|---|
0.465 | 668135 | 74 |
0.470 | 382143 | 24 |
0.475 | 302219 | 11 |
0.480 | 464547 | 11 |
0.485 | 227329 | 8 |
Last trade - 13.53pm 30/05/2024 (20 minute delay) ? |
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Last
46.0¢ |
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Change
0.000 ( 0.48 %) |
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Open | High | Low | Volume | ||
45.5¢ | 46.8¢ | 45.5¢ | 623675 | ||
Last updated 14.11pm 30/05/2024 ? |
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