LRK 3.72% 97.5¢ lark distilling co. ltd

Ann: Half Year Results Investor Presentation, page-8

  1. 307 Posts.
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    New releases look promising, I'm interested in the Origins and 20 year personally.
    https://hotcopper.com.au/data/attachments/4125/4125088-63183d3e0b117f4a42996aee6b48de78.jpg
    https://hotcopper.com.au/data/attachments/4125/4125093-65c038e70907a3ac8c691cb9a2f3ea9c.jpg

    One thing that caught by eye; slide 16
    Estimated NSV per Litre is expected to increase between 15%-25% for FY22. This has been influenced by continued positive momentum with the Limited Release program and successful launch of Gift Packs.

    Whisky is worth $400m, market cap is $250m; good value at these levels.

    Cheers,
    Plague.
 
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