Yeah Harry I am not sure the comparison is that easy. You are...

Yeah Harry I am not sure the comparison is that easy.
You are comparing a business with high levels of forecast growth against a business that is more or less stable.
To me that logic is like comparing apples and oranges. PE of 12 may be safe on the portions of the business that ASPEN are after however it may not be appropriate for a basically distribution based co?

I dont know just trying to point out it may not be that simple. I am with you however surely the share is undervalued.
It would be interesting to see the numbers on the holding value of the businesses that are being sold v the sales prices. (ie are we making an on paper loss on these operations? I think we would be.)
One big thing that it will do is derisk the remaining business significantly. However it will leave a much smaller business with a huge shareholder base?

Interesting stuff either way.