LLC 0.70% $5.76 lendlease group

AFR Article, page-20

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    the activist investor lay out some cases for them to act on and I think the best one is to flocked off everything
    concentrates on Aus and Singapore market and that should unlock a few billions in value

    it has 10bn capital deployed, market cap and debt give it enterprise value of 8.5bn, there is a missing 1.5bn that can easily recoup by
    simplified the business and get rid most of the under-performing business and unlock the capital capture in those projects.

    stock should easily pop 10-20% if something like that was to announce in May
 
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