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
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Last
$6.17 |
Change
0.000(0.00%) |
Mkt cap ! $4.256B | |||
| Open | High | Low | Value | Volume |
| $6.10 | $6.19 | $6.04 | $9.648M | 1.572M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 5542 | $6.17 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.20 | 12770 | 3 |
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| Last trade - 16.10pm 21/08/2024 (20 minute delay) ? |
| LLC (ASX) Chart |