20-06-2013, 11:45 AM
Maybe this is bad news... who knows
How much would the RNAV be above NTA as Guthrie is already carrying virtually all of its assets at current value, which are revalued annually... this is not some company where you see RNAV like a few times the official book value where management pretends it is ok and investor pretends that they are holding a pot of hidden gold...
(20-06-2013, 11:10 AM)Jacmar Wrote: My gut feel is that it will be a GO given that the NTA(not RNAV) is about $1.00. Too cheap to resist by major SH. if the GO is not close to $1, I am not letting go. Not likely to be a REIT but cannot rule out as they build their Indonesian portfolio.
How much would the RNAV be above NTA as Guthrie is already carrying virtually all of its assets at current value, which are revalued annually... this is not some company where you see RNAV like a few times the official book value where management pretends it is ok and investor pretends that they are holding a pot of hidden gold...