I think EHL is looking really interesting from a contrarian's perspective right now... really solid backing from tangible assets and maybe a cyclical low. all bad news I feel is in the market and its ability to cut growth capex totally and amortise debt is substantial.
Trades at 25% of net tangible asset value after all debt and intangibles....
anyone interested here?
am long.
PS - if i had $100m I would buy the company (no controlling shareholder), sell off all the assets (even at a discount), pay off all the debt and effectively come out with $300m!
pity I don't have $100m though :)
I think EHL is looking really interesting from a contrarian's...
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Last
79.5¢ |
Change
-0.005(0.63%) |
Mkt cap ! $412.1M | |||
| Open | High | Low | Value | Volume |
| 80.0¢ | 80.3¢ | 79.0¢ | $285.1K | 357.5K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 27040 | 79.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 79.5¢ | 21324 | 2 |
View Market Depth
| Last trade - 16.10pm 28/08/2024 (20 minute delay) ? |
| EHL (ASX) Chart |