Market cap is now $240m.
Balance sheet has cash and receivables netting off total debt and payables. There is $350m of PPE, and $30m in inventories, together with $50m of franking credits.
Plus with $1b of revenue locked in, assuming 5% margins means earnings of $50m coming back next year.
In total there is about $480m of asset values on the balance sheet. This is 50% margin of safety at current prices.
If NWH does not go broke, and I see no reason for insolvency, investment downside is very low at current prices.
Now an Asset Play
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Last
$3.08 |
Change
-0.020(0.65%) |
Mkt cap ! $1.395B | |||
| Open | High | Low | Value | Volume |
| $3.10 | $3.12 | $3.02 | $3.211M | 1.047M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 5580 | $3.06 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.08 | 14848 | 4 |
View Market Depth
| Last trade - 16.10pm 26/06/2024 (20 minute delay) ? |
| NWH (ASX) Chart |