down 2% a day.....mkt knows something we don't. compelling value given mkt value of vegemite & peanut butter at acquisition was ~$460m alone (out of our current ~$800m mkt cap)....
we had a $864m mkt cap in 2016, well before the acquisition & we sit at ~$780M mkt cap now.....wow, buy the lot, get the ex-kraft products worth ~$500M now FREE...
bring on a T/O......
BGA Price at posting:
$3.64 Sentiment: Buy Disclosure: Held
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