As a quick follow up on this, if I assume LLC mgmt are potatoes, and adjust for this by marking down NTA by $1.50 p/s, that takes NTA down to $6.31 p/s. Then if I ask for a further 20% discount because LLC mgmt are potatoes, my rough buy price would be around $5. Would be ~10% further drop from here
Maybe a $5 price would offer a reasonable margin of safety here?
Ann: Lendlease Strategy Update, page-36
-
- There are more pages in this discussion • 15 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add LLC (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$7.12 |
Change
-0.150(2.06%) |
Mkt cap ! $4.913B | |||
| Open | High | Low | Value | Volume |
| $7.24 | $7.27 | $7.11 | $7.837M | 1.096M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 857 | $7.12 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.16 | 5348 | 1 |
View Market Depth
| Last trade - 16.10pm 04/10/2024 (20 minute delay) ? |
| LLC (ASX) Chart |