Current NTA as of today will be $5.02 (ignoring any increase in value of Signature and Baycorp from this month's profits).
At current price you can sell IBA and get an equivalent amount (indirectly through AEP) of 103% of your former IBA holding... plus all the other goodies that AEP has.
I'm buying whenever I have cash available to... $2 must have significant upside and very little downside. Trying to hand on to some IBA at present though as this company seems to have a rocket under it (relatively speaking) and I'm hoping for further increases after their 17th Feb announcements.
Signature and Baycorp each have quite a bit of debt, but it is non-recourse to AEP in a worst case scenario, and seems manageable given the huge amount of cash reserves that AEP has...
- Forums
- ASX - By Stock
- current nta estimate
AEP
allco equity partners limited.
Current NTA as of today will be $5.02 (ignoring any increase in...
-
- There are more pages in this discussion • 7 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
LU7
Discover the strong preliminary feasibility of the Bécancour Lithium Refinery, showcasing resilience in a low pricing environment and a strategic plan to capitalize on future price recoveries