Updated my table with TPG results, dont have customer intangibles for TLS, and goodwill from H1
Column 1 Column 2 Column 3 Column 4 0 VOC TPG TLS 1 Property, plant and equipment 1,543.0 1,055.5 21,350.0 2 Intangible assets – Goodwill 1,475.1 1,911.0 1,346.0 3 Intangible assets – Customer Intangibles 293.1 208.7 ? 4 Intangible assets – Other 445.8 512.8 8,212.0 5 Other 89.0 11.8 4,464.0 6 Total Non-Current Assets 3,846.0 3,699.8 34,271.0 7 Loans and borrowings 1,079.5 872.4 14,808.0 8 Other 392.2 71.7 3,606.0 9 Total Non-Current Liabilities 1,471.7 944.1 18,414.0 10 Net Non-Current Assets 2,374.2 2,755.7 15,857.0 11 Total Current Assets 327.5 211.2 7,862.0 12 Total Current Liabilities 396.8 567.6 9,159.0 13 Net Current Assets (69.3) (356.4) (1,297.0) 14 NET ASSETS[/B] 2,305.0 2,399.3 14,560.0 15 NET ASSETS – GOODWILL[/B] 829.9 488.3 13,214.0 16 NET ASSETS – Goodwill – Customer Intangibles[/B] 536.8 279.6 17 Shares 622.2 924.7 11,893.3 18 Net Assets per Share $3.70 $2.59 $1.22 19 Net Assets per Share (ex. Goodwill) $1.33 $0.53 $1.11 20 Net Assets per Share (ex. Goodwill, Customer Int.) $0.86 $0.30
I think excluding Goodwill and Customer Intangibles is a better way of comparing forward value.
Perhaps there are other intangibles i should exclude as well, like Software (which would make VOC look worse), not sure. Definitely some intangibles have stronger 'transferable value' than other, like IRU and Spectrum.
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