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....!
are we becoming a sum of parts play?quick n dirty (partially...
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$5.31 |
Change
-0.070(1.30%) |
Mkt cap ! $1.619B | |||
| Open | High | Low | Value | Volume |
| $5.36 | $5.36 | $5.25 | $2.096M | 395.0K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 2019 | $5.31 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $5.33 | 4079 | 3 |
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