given that Longroads EBITDAF is greater proportionate to their...

  1. 3,889 Posts.
    lightbulb Created with Sketch. 409
    given that Longroads EBITDAF is greater proportionate to their invested capital...and that we have had more capital returned to us than we have invested... its a free carry already.

    and that TLT is being reported to be able to achieve a sale value of nearly 2billion for our 900m investment...

    I would be expecting at least 400 - 500 million for our 40% stake in Longroad...

    Hopefully this quick summary doesn't have me with egg on my face - for the record... I do not think they should sell Longroad, but I do see value in selling / partially selling TLT.
 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)
Last
$9.56
Change
-0.010(0.10%)
Mkt cap ! $9.328B
Open High Low Value Volume
$9.67 $9.77 $9.49 $2.350M 244.0K

Buyers (Bids)

No. Vol. Price($)
4 2938 $9.48
 

Sellers (Offers)

Price($) Vol. No.
$9.56 1638 3
View Market Depth
Last trade - 16.10pm 25/06/2025 (20 minute delay) ?
IFT (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.