Yeah would like to get A2, but I found it easier to buy SML with a PE of 25.7 compared to ATM's PE of 42.9
Maybe on a big pullback I'll get A2.
Printable View
9 month trading update 15 May 2018 sunk the SP (atm)
At another place somebody said www.simplywall.st has the value of Synlait future cash flows at $27.28 a share
Wow
"In short, the circumstances of time, context and perspective are like delicate filaments that connect the economic actor to the world. We risk destroying these filaments with too many aggregates, abstractions and models divorced from reality. " (https://www.econlib.org/library/Columns/y2010/Borderssubjectivity.html)
If the new CEO gave a very conservative growth outlook given it is his first year, it is possible that SML gives an excellent result for the last HY and given the ATM's fantastic result, I don't see why this should not be possible. But I have to admit that ATM's valuation will always be much higher than SML's valuation due to different nature of business.