just posted on BUY, just posting on all other pep 11 stocks as well
Well im very surprised that no one has crunched any figures as yet about a possible $1b investment into PEP11. yes i know its not directly with BUY, but the way i see it this is just as good for BUY as it is everyone else.
SO the media is toting a $1b investment for a 25% stake in Advent. Thats right ADVENT not a farmin for 25% of PEP 11, just a 25% stake in Advent. Not taking into account for anything else Advent have on their books, just using PEP 11 alone for this.
So with the possible investment of $1b for the 25% stake in Advent i came up with the flowing spreadsheet.
*Note i havent used any figures of indirect exposure to PEP 11 for MMR and GBA and BPH via their holdings of each other, too confusing for me too work out today.
*Note i havent used any new figures of BPH reference the capital consolidation.
PEP 11 split up once well has been drilled.
Advent 85%
Bounty 15%
I have used the Advent break down as of the last investment presentation on MMR 22/10/10 page 4
http://www.hotcopper.com.au/announcementFiles/2010%5CMMR%5C94c692bc-78ca-46be-83f8-1e6779ae014b-MMR510913.pdf
Advent -
MMR - 44.9%
BPH - 27.75% (Pending BPH attaining necessary approvals and conditions as per BPH ASX announcement 11 October 2010)
GBA - 7.69%
Talbot - 9.57%
others - 10.1%
So now lets look at the spreadsheet.
You will note that the perceived value for PEP 11 is $4,705,882,353, and not just $4b, this is because the Indians want a 25% stake of the 85% of PEP 11.
Which leaves if the perceived value for each company after the $1b investment compared to their current MC gives a bagger of the following.
Stock Bagger
BUY 10.20
MMR 13.72
BPH 26.80
GBA 20.41
As i hold BUY any investment in Advent of $1billon will definitely have a very positive effect on BUY share price, may not be as great as compared to the others but still a 10 bagger none the less.
*Note the above figures will not be 100% as i havent taken into account any indirect exposure of PEP11 via GBA, MMR, BPH holdings of each other.
*Note BPH figures will more than likely change due to current consolidation going on.
*Note all shares outstanding are not fully diluted including options.
Enjoy our run as the fun is just about to begin.
Keep on Buying
Harry out
- Forums
- ASX - By Stock
- BPH
- what will a $1b investment mean to pep11
what will a $1b investment mean to pep11
-
-
- There are more pages in this discussion • 3 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add BPH (ASX) to my watchlist
(20min delay)
|
|||||
Last
1.2¢ |
Change
-0.001(7.69%) |
Mkt cap ! $14.60M |
Open | High | Low | Value | Volume |
1.2¢ | 1.3¢ | 1.2¢ | $34.39K | 2.860M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
9 | 785505 | 1.2¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
1.3¢ | 989612 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
7 | 634339 | 0.012 |
33 | 8554035 | 0.011 |
33 | 9515052 | 0.010 |
19 | 2256605 | 0.009 |
9 | 1567600 | 0.008 |
Price($) | Vol. | No. |
---|---|---|
0.013 | 989612 | 1 |
0.014 | 519909 | 4 |
0.015 | 740499 | 5 |
0.016 | 400000 | 1 |
0.017 | 1042880 | 4 |
Last trade - 16.10pm 11/10/2024 (20 minute delay) ? |
Featured News
BPH (ASX) Chart |