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ValueSnatcher

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17/12/24

13:43

Post #: 77086821
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Originally posted by mrriesq: ↑

It's certainly an interesting one. At ~$1.50 or so there could be enough value to really take a deeper look.

There wasn't really a CR (putting aside the $1m or so), and much of the stock was already firmly held, so it's not surprising that the initial volume on both sides is anemic.

There could be good value in the SPC business, and maybe also the juice business if run well... but I don't really know about the dairy business.... It's just one example, but if you take a look at the Nature One Dairy Australia Facebook pages, there's something like 10k followers amongst the two accounts, and their many Facebook posts over the last 6 months average 0 "likes", whilst it's maybe 2 "likes" on average for Instagram. I only got to looking at their Social Media because most of the other news/information I could find related to a court battle with Jan Cameron a few years ago and there wasn't much about the actual products.

The claimed synergies and marketing benefits of the combination are somewhat hard to identify also IMO.

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I also hadn't seen much on Nature One before. They did list the last two years annual reports on the ASX on December 13th however. NPAT 5.5m FY24 up 10% on pcp.

SPG Price at posting: $1.40 Sentiment: Hold Disclosure: Held
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(20min delay)
Last 34.5¢		Change 0.035(11.3%)		Mkt cap ! $66.57M

Open	High	Low	Value	Volume
31.0¢	34.5¢	31.0¢	$23.37K	68.57K

Buyers (Bids)

No.	Vol.	Price($)
1	21334	33.0¢

Sellers (Offers)

Price($)	Vol.	No.
34.5¢	13478	1

View Market Depth

No.	Vol.	Price($)
1	21334	0.330
1	25000	0.310
6	46543	0.300
1	17000	0.295
6	63899	0.290

Price($)	Vol.	No.
0.345	13478	1
0.350	27991	1
0.365	2000	1
0.420	12462	1
0.450	35	1

Last trade - 15.13pm 28/07/2025 (20 minute delay)

SPG (ASX) Chart

General discussion, page-4

Boss tanks -42% after quietly flagging 'potential challenges' for Honeymoon

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Listen: HotCopper Wire Podcast 019 – Dreaming of the 9,000s

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Clarity confidence – and share price – up on bumper $203M institutional placement

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Buyers (Bids)

Sellers (Offers)

Featured News

General discussion, page-4

Top Stories

Boss tanks -42% after quietly flagging 'potential challenges' for Honeymoon

Monday's HotCopper trends: Boss guidance, Botanix quarterly | July 28

Listen: HotCopper Wire Podcast 019 – Dreaming of the 9,000s

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Buyers (Bids)

Sellers (Offers)

Featured News