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?
As a quick follow up on this, if I assume LLC mgmt are potatoes,...
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Last
$5.92 |
Change
-0.085(1.42%) |
Mkt cap ! $4.080B | |||
| Open | High | Low | Value | Volume |
| $5.95 | $5.95 | $5.90 | $2.489M | 420.2K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 31 | 17060 | $5.91 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $5.92 | 14759 | 37 |
View Market Depth
| Last trade - 12.59pm 25/07/2024 (20 minute delay) ? |
| LLC (ASX) Chart |