WLD 0.00% 6.6¢ wellard limited

Wellard - Macro Tailwinds, page-69

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    Does anyone know what the book value of Ute is (compared to the US$12m sale price)?

    Drover is about 4x larger, purpose built, and 10 years newer. What’s it worth?

    Also, company is cum-payout of $5-10m for Labor’s live-export ban. In the books at $0.

    Book value of equity is way below current market value and the stock is trading at half book value.
    Last edited by DDMHC: 02/07/24
 
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