LLC 0.30% $6.64 lendlease group

Ann: Lendlease Strategy Update, page-40

  1. 210 Posts.
    lightbulb Created with Sketch. 29
    Have no idea why they should cap raise- This is a company that is asset heavy whilst ROE poor - The market is pricing the execution strategy to fail and that is why it is downpriced - ultimately its australian business is worth 5 dollars which is a highly proftabel business so at this price you gett al the other billions for free
 
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