Can someone check my figures - I always thought DGR traded ~50% to net assets, but I just ran the numbers and I get:
11.06% of SOLG = 40.6 M
21.97% of AJQ = 7 M
22.03% of IRR = 6.74 M
16.73% DHR = 1.17M
call ANW ~330k...
This comes out at about 55 M, vs a current market cap of 47 M: Doesn't this just seem about fair value? Have I missed anything? No way they could sell their holdings for the current SP of the subs, so taking ~20% off seems fair. Adding into the mix they seem to be having cashflow issues, is anyone still arguing that they are undervalued?
Which of the subs are turning a profit at the moment? Seriously is it any?
I'm staying well out for now but was surprised to check back and find this situation.
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Last
1.1¢ |
Change
-0.001(8.33%) |
Mkt cap ! $11.48M |
Open | High | Low | Value | Volume |
1.1¢ | 1.1¢ | 1.1¢ | $0 | 43 |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
10 | 2322957 | 1.1¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
1.2¢ | 577667 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
10 | 2322957 | 0.011 |
2 | 850000 | 0.010 |
5 | 919667 | 0.009 |
2 | 260000 | 0.008 |
1 | 200000 | 0.007 |
Price($) | Vol. | No. |
---|---|---|
0.012 | 577667 | 2 |
0.013 | 247287 | 2 |
0.014 | 268000 | 1 |
0.015 | 600000 | 2 |
0.016 | 1100000 | 3 |
Last trade - 10.48am 03/09/2024 (20 minute delay) ? |
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DGR (ASX) Chart |