All right lets play even more hardcore with SGR NTA given the risks:
Step 1: Include current assets less current liabilities: Deficiency of $108m, add ALL liabilities of $312m = deficiency of $420m
Step 2: include only PPE of $1,714 and investment in associate of $686, thats its it from the NCA of the balance sheet.
-$420+$1,714+$686 = $1980.
Step 3: we go back to FY23 annual report and take out more numbers that are not absolute hard numbers:
From the above we are going to take out leasehold improvements, plant and equipment and right of use assets.
So $1,752 - $21.7 - $153 - $147 = $1,431.
So we are going to plug $1,431 into Step 2 above (instead of $1,752).
$1,752- $1,431 = $321 reduction.
So from Step 2 we will further reduce adjusted NTA by $321.
This gives me an even more conservative number of $1,980-$321 = $1,659.
Current market cap $1.2b odd.
Discount to even more conservative NTA $1,200/$1,659 = 28%.
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Last
54.0¢ |
Change
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Mkt cap ! $1.549B |
Open | High | Low | Value | Volume |
53.0¢ | 56.0¢ | 51.0¢ | $50.58M | 94.39M |
Buyers (Bids)
No. | Vol. | Price($) |
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7 | 143484 | 54.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
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54.5¢ | 982870 | 23 |
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No. | Vol. | Price($) |
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7 | 143484 | 0.540 |
4 | 428186 | 0.530 |
8 | 320460 | 0.525 |
15 | 521685 | 0.520 |
12 | 452482 | 0.515 |
Price($) | Vol. | No. |
---|---|---|
0.545 | 932870 | 22 |
0.550 | 1091160 | 31 |
0.555 | 811009 | 18 |
0.560 | 1085193 | 33 |
0.565 | 393252 | 9 |
Last trade - 16.10pm 20/05/2024 (20 minute delay) ? |
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Last
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Change
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Open | High | Low | Volume | ||
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Last updated 15.59pm 20/05/2024 ? |
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