SGH 0.00% 54.5¢ slater & gordon limited

Loading up the truck, page-1648

  1. 160 Posts.
    If we don't know the bank covenants then we should assume default case. Default case for most public companies have those ratios at the very least, or more. If you don't agree with me, then are you suggesting covenant of debt/equity is some strange number below 1? Maybe 0.72? You have a bit of stretch arguing that.

    Please bring up any point that you think they have that is valid or very strong. I will try my best to counter argue it with source data one by one. Just do one at a time, otherwise my post will explode in length, because I need to back it up with screenshots and links.

    I'm not claiming I'm 100% infallible, so I would like you to bring me some points from VGI or Gotham that you think is spot on, then I will see if I have something to refute it. If not, then I will admit that I am mistaken. But it's just that privately I have refuted most of the points using the data I've collected.

    Thanks.
    Last edited by buffettmunger: 25/01/16
 
watchlist Created with Sketch. Add SGH (ASX) to my watchlist

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.