Agree that FY11 is looking in the rear view mirror. We knew Deprec and Amort would rise significantly in FY11 without seeing the full benefits. I think Roger Montgomery's comments are largely irrelevant, MJS nailed it with his remarks re: cashflow.
FY12 EBITDA looks to be in the ballpark of estimates previosuly outlined here. The company hinted that $9m is conservative by pointing out the seasonality of the student accommodation segment (ie most Aussie Unis are on holiday for most of July). However I had to revise my estimates down a little and the valuation came down accordingly to the low to mid 20c range. I bailed on Wednesday, I think the market has this right in recent days, BGL starts to look interesting again sub 20 cents IMO.
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Last
$1.33 |
Change
-0.070(5.00%) |
Mkt cap ! $1.565B |
Open | High | Low | Value | Volume |
$1.38 | $1.39 | $1.31 | $30.28M | 22.74M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 5000 | $1.33 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$1.34 | 300000 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 5000 | 1.330 |
3 | 69759 | 1.325 |
12 | 153074 | 1.320 |
11 | 273361 | 1.315 |
21 | 215118 | 1.310 |
Price($) | Vol. | No. |
---|---|---|
1.335 | 300000 | 1 |
1.340 | 116938 | 2 |
1.345 | 56938 | 1 |
1.350 | 71387 | 4 |
1.355 | 64938 | 2 |
Last trade - 16.10pm 30/07/2024 (20 minute delay) ? |
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