BGA bega cheese limited

are we becoming a sum of parts play?quick n dirty (partially...

  1. 4,343 Posts.
    lightbulb Created with Sketch. 1221
    are we becoming a sum of parts play?

    quick n dirty (partially complete) acquisitions of the past decade alone total over $800m (couldnt find the Strathmerton price):
    AcquisitionDateCost ($'m)
    1Koroit Facility2018251.2
    2Kraft products2017460.0
    3Kingaroy201712.0
    4WCB201126.0
    5Strathmerton acquisition (Kraft)2009
    6Tatura Milk Industries2007-201181.5
    7


    8Total
    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....!
 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)
Last
$5.20
Change
0.070(1.36%)
Mkt cap ! $1.586B
Open High Low Value Volume
$5.15 $5.22 $5.15 $1.937M 373.5K

Buyers (Bids)

No. Vol. Price($)
4 900 $5.20
 

Sellers (Offers)

Price($) Vol. No.
$5.22 1124 2
View Market Depth
Last trade - 16.12pm 28/07/2025 (20 minute delay) ?
BGA (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.