BGA bega cheese limited

Market cap now below a billion. We only recently paid about half...

  1. 523 Posts.
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    Market cap now below a billion. We only recently paid about half that for the new drinks business, which seems to be bedding in just fine. If I am reading the numbers correctly, we are trading about 25% below the sum of our various parts. Can’t really see why any discount to book value should apply, it’s usually the other way around. Can’t help but think this is a screaming buy on valuation alone, notwithstanding that there are a few significant issues holding us back for the moment.
 
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(20min delay)
Last
$5.20
Change
0.070(1.36%)
Mkt cap ! $1.586B
Open High Low Value Volume
$5.15 $5.22 $5.15 $1.937M 373.5K

Buyers (Bids)

No. Vol. Price($)
4 900 $5.20
 

Sellers (Offers)

Price($) Vol. No.
$5.22 1124 2
View Market Depth
Last trade - 16.12pm 28/07/2025 (20 minute delay) ?
BGA (ASX) Chart
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