TWE 0.57% $12.28 treasury wine estates limited

What is TWE Worth Ex-China?, page-62

  1. 3,911 Posts.
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    Assuming Penfolds and other inventory, plant and equipment and prime growing land is now all worthless as a result of this tariff announcement. ... yep they're folding for sure.
    "$2.80 a good outcome" ... so a medium outcome maybe $2, and a bad outcome say $1.50?
    Valuing a company with $3+ billion net assets at less than $1 billion ... you've really done your homework on this huh
    Last edited by charlesn: 29/11/20
 
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