Looking to me today like we are likely seeing the favourable...

  1. 14,240 Posts.
    lightbulb Created with Sketch. 1149
    Looking to me today like we are likely seeing the favourable digestion of the QR.

    Having looked at the cash flow numbers again myself the underlying cashbuild/reinvestment into growth looks pretty strong. My impression is that the repeatable quarterley cash build/growth investment number exceeds USD50mm/Q

    I don't think that in itself makes PNA a compelling buy at the current sp. However when it is considered in context of the growth opportunities I'd say our sp is still pretty attractive.

    Furthermore, we are not vulnerable to the current fiscal grab/sovereign risk issues of Australia.

    EL
 
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.

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.