1st offer $1.75 then upped to $1.95.
Printable View
1st offer $1.75 then upped to $1.95.
Shareguy .... Vulcan guidance ebitda 147m so on 8.5 times forward guidance
STU ebitda say 68m so on 3.6 times
If STU at Vulcan multiple STU share price about $3.50
Discount because Vulcan seen as ASX company (leads to higher multiples) and because Vulcan seen as a better more reliable company and because Vulcan bigger and more diversified maybe $2.70 to $3.00 is a pretty fair price for STU
Winner69. Exactly as I see it..The difference is staggering and completely unjustified. Sooner or later the market will realise the difference Or it will get taken over.
Quite right Winner69
Imagine if Vulcan bought STU for around $2 a share which is probably feasible - so let's say $350 million. It would probably add $700 million to Vulcan's market cap and that's before accounting for any synergies or reduction in competition- must be very tempting for Vulcan
Simply Wall St updated consensus from 3 analysts; $1.31.
Updated Shareclarity DCF $1.29
Hope that doesn't rain on anyone's parade.
Lets face it - some analysts are sometimes right but all analysts are sometimes wrong. Simply Wall Street seems to use exclusively algorithms and clearly belongs into this second group. I don't remember ever having seen from them an analysis which would deserve this name.
Whatever they say is as meaningful as any of us blindfolded throwing a dart at a board with random numbers. But sure - we might hit the right number ... it is just a question of statistics, isn't it?
Why would that rain on anyone's parade?????
The analysts have been so wrong on the stock and their recommendations had been tracking behind the share price by as much as 50%.
Try Market Screener if you want consensus forecasts & recommendations in details.
https://www.marketscreener.com/quote...420/consensus/
I think most people take some pleasure out of being right when analysts are wrong.....