OBL 3.96% $1.05 omni bridgeway limited

Ann: Change in substantial holding from PPT, page-15

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    @gaxford

    Can't quote your post but I'm not sure book value is a good number.

    From the half year accounts:

    Equity is $815m ($2.90 per share)

    But $522m belongs to non-controlling interest

    This means OBL's share of equity is only $293m ($1.04 per share)

    There is goodwill $102m

    OBL equity less goodwill is $191m ($0.68 per share)

    This assumes OBL's litigation investments at face value
    Last edited by jace.h: 09/05/24
 
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