re: Ann: Market Update - Management Rights fo... I agree, $6 is conservative, prudent current value, especially considering SHV's recent contract, if we knew its terms, could be a downside risk even to that...
Just this morning, however I did an income sheet and ratio analysis compared to the 'glory days' of 05/06.....SHV's revenue has increased quite a bit and profitability ratios have only deteriorated relatively little...For example, SHV's own orchards were a massive, massive contributor in those 'glory days'
I guess it's a matter of perspective........back then, it was a smaller business with higher almond prices and water....both things 'out of managment control'
I would prefer to own a bigger business, maybe earning less profit........but with massive leverage to rising water flows and almond prices
SHV's simply harvests a lot more almonds than back then....and it will keep rising......that will be massive leverage as undelying conditions improve.......with acqriculture, it should be a question of 'when' rather than 'if'
- Forums
- ASX - By Stock
- Ann: Market Update - Management Rights for Olam O
re: Ann: Market Update - Management Rights fo... I agree, $6 is...
-
-
- There are more pages in this discussion • 2 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add SHV (ASX) to my watchlist
|
|||||
Last
$3.95 |
Change
0.410(11.6%) |
Mkt cap ! $478.1M |
Open | High | Low | Value | Volume |
$3.65 | $3.96 | $3.65 | $1.359M | 352.4K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 876 | $3.90 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$3.96 | 1147 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 876 | 3.900 |
1 | 876 | 3.880 |
1 | 876 | 3.870 |
1 | 876 | 3.850 |
1 | 876 | 3.840 |
Price($) | Vol. | No. |
---|---|---|
3.960 | 1147 | 1 |
3.970 | 5150 | 1 |
3.980 | 500 | 2 |
3.990 | 6434 | 3 |
4.000 | 7126 | 5 |
Last trade - 16.10pm 11/07/2024 (20 minute delay) ? |
Featured News
SHV (ASX) Chart |