NFK 0.00% 47.5¢ norfolk group limited

At these prices, no intention to sell, however must say not...

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    At these prices, no intention to sell, however must say not convinced about the quality of the company (which is different to value offered via the sp). They book a lot of revenue, but not much falls to the bottom line. Does this reflect bad management or the industry more generally? Does this mean there is massive untapped upside that a better management team could deliver on?

    In short, at these prices, perhaps company still cheap and Maui & MND represent potential takeover premiums, but not convinced that it is a quality, well run business.
 
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Currently unlisted public company.

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