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A decent profit at £1.50 but was happy to be in for the longer haul with a higher target.
Lets see what options there are for retaining shares in the newco
Occam,you do go down the all doom and gloom route very quickly again.
"Maybe the regulator froze the accounts" sounds rather hysterical.
I appreciate you have done a ballpark, all in figure. But that does value the FCF as a whole at less than the FCF of a component from another report.
I only took the repayment period from the CPR to estimate the FCF, I appreciate there is no allowance for any purchase price.
Similarly,if one were to consider the NPV from the report over the 11 years, there is a wuestion as to whether that return over that time period is good or bad.
I think my point is that,by other reports, I feel you are potentislly assigning the costs but no benefits of MT in you calculations.
Not that there is anything wrong with that of course. It's all estimates made from assumptions until we have further information
Interesting figures Fr.J.H
What FCF are you assigning between NKT & MT? I note the CPR for NKT had a 3yr payback period for NKT @8.33% dr. So gives a FCF of around $220 for NKT alone.
Whilst I appreciate prices etc have moved, that is higher than your FCF estimate for MT & NKT combined.
Nice to see some calculations as opposed to mudslinging for a change 🥳