quick n dirty (partially complete) acquisitions of the past decade alone total over $800m (couldnt find the Strathmerton price):
Acquisition
Date
Cost ($'m)
1
Koroit Facility
2018
251.2
2
Kraft products
2017
460.0
3
Kingaroy
2017
12.0
4
WCB
2011
26.0
5
Strathmerton acquisition (Kraft)
2009
6
Tatura Milk Industries
2007-2011
81.5
7
8
Total
830.7
With a $764m mkt cap + $300m debt = bit over $1.05bn current company valuation, surely some1 out there is running the sum of parts numbers and crucnhing the return. this cyclical/drought must end eventually, great upside once the heavens open up....!
BGA Price at posting:
$3.59 Sentiment: Buy Disclosure: Held
