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21-06-2021, 06:57 PM
#18681
https://www.marketscreener.com/quote...407/consensus/
I've never seen analysts that bearish on a stock. 3 Sells !! and I think those analysts have it right and the other two are miles off the mark especially the one with fair value at $2 What type of happy pills have they swallowed ?
Average assessment of value is $1.30 and lowest is 71 cents.
Last edited by Beagle; 21-06-2021 at 06:59 PM.
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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21-06-2021, 07:01 PM
#18682
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21-06-2021, 07:03 PM
#18683
They have to raise capital. Guess who's last man standing and the only one left underwriting the capital raise
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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21-06-2021, 07:13 PM
#18684
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21-06-2021, 07:16 PM
#18685
The first $300m of any capital raise goes to pay that deferred PAYE
Suppose they need $1.4billion all up
And then hope that lasts for a few years.
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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21-06-2021, 09:01 PM
#18686
with the china vaccine looking like its a dud and third world countries all but knocked out and India in a dire state this thing is looking like it going to last another year at least as everyone will say "Of course we all know this"
of course you know because you are all whatching the 3rd re run of Grysons's Art Club on art's channel, arnt you? Im assuming there will be a 4th re run later this year.
anyway how far does this cap raise last? what the PL burn rate per month?
Last edited by Waltzing; 21-06-2021 at 10:51 PM.
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23-06-2021, 08:05 AM
#18687
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23-06-2021, 09:09 AM
#18688
I can't believe this is holding at $1.59. I'm not short because, well, who would short anything in this crazy world. But you'd have to be on crack to think Air NZ makes sense as an investment at $1.59. I can model highly optimistic scenarios that have almost no chance of happening and I still can't get to $1.59 if I'm, you know, considering it as an actual business thinking about things like cashflows and EPS (I know, who does that??).
Strange times.
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Never try to teach a pig to sing. It wastes your time and annoys the pig.
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23-06-2021, 10:47 AM
#18689
Originally Posted by Stranger_Danger
I can't believe this is holding at $1.59. I'm not short because, well, who would short anything in this crazy world. But you'd have to be on crack to think Air NZ makes sense as an investment at $1.59. I can model highly optimistic scenarios that have almost no chance of happening and I still can't get to $1.59 if I'm, you know, considering it as an actual business thinking about things like cashflows and EPS (I know, who does that??).
Strange times.
Well said, I couldn't agree more.
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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23-06-2021, 10:49 AM
#18690
well one feels angst to say that the much loved national carrier should be a short.
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