MBH 3.28% 6.3¢ maggie beer holdings ltd

Intrinsic Value

  1. 119 Posts.
    lightbulb Created with Sketch. 23

    Some very simple numbers here;


    market cap prior to McBain being announced as Managing director August 2017 (eg only Maggie Beer asset): $49mln

    Paris Creek acquisition: $34mln

    St David acquisition: $15mln

    Total: $98mln


    Current market cap: $34mln


    Every asset in the portfolio has improved since august 2017... 




       

 
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