There are some good analytical types following VTG. What is a fair valuation for Artisan? If I look at SLA as an example it sits on 28 PE yet VTG sits on 5 PE. What am I missing here. With a $35m war chest to take Artisan to a much larger business with the sale proceeds of the Telstra stores my view VTG is currently significantly undervalued? Worth a discussion.
