are we becoming a sum of parts play?
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....!
Bell Potter report 29.Oct.2019, page-6
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Last
$4.27 |
Change
0.000(0.00%) |
Mkt cap ! $1.301B | |||
| Open | High | Low | Value | Volume |
| $4.28 | $4.28 | $4.23 | $1.000M | 235.0K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 977 | $4.26 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $4.27 | 2287 | 1 |
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