are we becoming a sum of parts play?
quick n dirty (partially complete) acquisitions of the past decade alone total over $800m (couldnt find the Strathmerton price):
Acquisition Date Cost ($'m) 1 Koroit Facility 2018 251.2 2 Kraft products 2017 460.0 3 Kingaroy 2017 12.0 4 WCB 2011 26.0 5 Strathmerton acquisition (Kraft) 2009 6 Tatura Milk Industries 2007-2011 81.5 7 8 Total 830.7
With a $764m mkt cap + $300m debt = bit over $1.05bn current company valuation, surely some1 out there is running the sum of parts numbers and crucnhing the return. this cyclical/drought must end eventually, great upside once the heavens open up....!
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- Bell Potter report 29.Oct.2019
BGA
bega cheese limited
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$5.18

Bell Potter report 29.Oct.2019, page-6
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Last
$5.18 |
Change
-0.025(0.48%) |
Mkt cap ! $1.577B |
Open | High | Low | Value | Volume |
$5.17 | $5.21 | $5.15 | $767.6K | 148.1K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
20 | 9619 | $5.17 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$5.18 | 3045 | 22 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
19 | 9256 | 5.170 |
15 | 8444 | 5.160 |
15 | 20313 | 5.150 |
12 | 7116 | 5.140 |
10 | 5874 | 5.130 |
Price($) | Vol. | No. |
---|---|---|
5.180 | 2548 | 19 |
5.190 | 9511 | 25 |
5.200 | 13529 | 22 |
5.210 | 20154 | 26 |
5.220 | 5410 | 13 |
Last trade - 12.59pm 29/07/2025 (20 minute delay) ? |
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