AJL
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11.1% 0.8¢ aj lucas group limited

Shzia,now that the boys have provided you with this information,...

  1. darwineurope
    525 Posts.
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    12/01/13
    00:01
    Post #: 11280461
    Shzia,

    now that the boys have provided you with this information, do you think todays value of ajl reflects these numbers?

    To keep it simple, do not include the 10% NPI in 62000 acres prime shale land in Texas (the 87mio investment is valued at zero on ajl balance sheet), or the value of a $400 million contracting company (in booming markets) AJL also is. Just help us assess the value of the Cuadrilla participation.

    Throw us some numbers (low end - high end)

    rgds,

    DE
    AJL Price at posting: $1.63 Sentiment: LT Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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