I would suggest look at the FCF generation for last quarter ( 1 qtr) and you'll agree those items don't matter. They made like )160M cash and receivables movement for 1qtr. Even if you said you needed a 50% discount rate to account for every risk under the sun, including price... simple maths would be 2 x 4 x 160m = $1.28 bn vs EV of say $400-500M (ie mkt cap less cash/receivables)
These numbers include all of your items plus NS capital etc...
DYOR
GRR Valuation, page-222
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Last
24.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $277.7M | |||
| Open | High | Low | Value | Volume |
| 24.0¢ | 24.0¢ | 23.5¢ | $15.82K | 65.94K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 16 | 295674 | 23.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 24.0¢ | 124216 | 12 |
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| Last trade - 10.08am 18/09/2024 (20 minute delay) ? |
| GRR (ASX) Chart |