SHV 2.93% $3.98 select harvests limited

Ann: FY2023 Results Presentation, page-56

  1. 456 Posts.
    lightbulb Created with Sketch. 48
    Thanks Tony,

    Big gap between NAV and NTA

    NAV at $5.69 as per the SHV F23 report and NTA at $2.90.... ~337m

    Appears NAV holds little weight from an investor perspective.

    On the basis of NTA, perhaps we have found the bottom (for now), with the next move dictated by the typical variables (on-farm conditions, weather, FX, almond prices etc)
 
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