I wont post my detailed thinking here as it hasn't changed apart from NSV increasing (Which I already posted that it would)..
If you are looking for detail, go find the post.
Essentially, still on track for 5m litres of whisky in the bank in 2026 IMHO... Now with a $1.25b mature valuation.
I work on GP$ of whisky under maturation as asset backing. this would be $800m in 2026 (Based on $250 NSV. bottom end of guidance) which is about $10.80 per share...
If you cant see the value here you never will.
Lark is the closest thing to a money tree you will see..
Cheers.
Ann: Half Year Results Investor Presentation, page-9
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Last
91.5¢ |
Change
-0.025(2.66%) |
Mkt cap ! $76.30M | |||
| Open | High | Low | Value | Volume |
| 90.5¢ | 91.5¢ | 90.5¢ | $8.263K | 9.062K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 5999 | 91.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 94.0¢ | 4472 | 1 |
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