LRK 3.72% 97.5¢ lark distilling co. ltd

Very conservative as we talked last time.Still not factoring all...

  1. 597 Posts.
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    Very conservative as we talked last time.

    Still not factoring all their full production capacity (1.57m litres p.a.) into the whisky in maturation?

    Id be interested to see where you FC whisky (Litres) to be at the end of 2026 if you do, and what the LV comes in at.

    Id hazard a guess circa $620m LV?

    Cheers.

    p.s. I get to 5.2m litres of whisky on hand at June 2026... I am using a slower sales growth rate than the analysist covering LRK, and that Pontville new distillery will be fully operational Jan 2024.
 
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