Agree that FY11 is looking in the rear view mirror. We knew Deprec and Amort would rise significantly in FY11 without seeing the full benefits. I think Roger Montgomery's comments are largely irrelevant, MJS nailed it with his remarks re: cashflow.
FY12 EBITDA looks to be in the ballpark of estimates previosuly outlined here. The company hinted that $9m is conservative by pointing out the seasonality of the student accommodation segment (ie most Aussie Unis are on holiday for most of July). However I had to revise my estimates down a little and the valuation came down accordingly to the low to mid 20c range. I bailed on Wednesday, I think the market has this right in recent days, BGL starts to look interesting again sub 20 cents IMO.
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Last
$1.27 |
Change
-0.055(4.17%) |
Mkt cap ! $1.619B |
Open | High | Low | Value | Volume |
$1.30 | $1.31 | $1.26 | $14.80M | 11.54M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
8 | 76737 | $1.27 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$1.27 | 21711 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
8 | 76737 | 1.265 |
8 | 101905 | 1.260 |
6 | 225487 | 1.255 |
19 | 372678 | 1.250 |
3 | 16726 | 1.245 |
Price($) | Vol. | No. |
---|---|---|
1.270 | 21711 | 2 |
1.275 | 63700 | 2 |
1.280 | 116089 | 7 |
1.285 | 137734 | 7 |
1.290 | 8726 | 1 |
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