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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$1.16 |
Change
0.000(0.00%) |
Mkt cap ! $1.484B |
Open | High | Low | Value | Volume |
0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 1 | $1.21 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$1.08 | 6371 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 1 | 1.210 |
1 | 1000 | 1.200 |
2 | 1477 | 1.195 |
1 | 455 | 1.190 |
2 | 27067 | 1.180 |
Price($) | Vol. | No. |
---|---|---|
1.075 | 6371 | 2 |
1.110 | 1924 | 1 |
1.135 | 707 | 3 |
1.140 | 4126 | 2 |
1.145 | 34892 | 2 |
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