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14-08-2015, 11:21 AM
Looking at what is in the price.
As forumer gens70 pointed out, SFGI is trading at about 2x trailing 12m PE. And i add, at 0.5x NAV (Noble Group is trading at about s$0.50 and NAV is about s$1.1). Assuming we can trust both company's calculations here.
Asymmetric risk/reward ......For multi-bagger investment returns, often imagination and extreme valuations are prerequisites. So what do you guys really expect out of this ongoing CB discussion? That they force redemption? or they settle on better terms? What would an intelligent CB investor want? Then what would happen to SFGI's valuations? What scenario will benefit these CB investors the most?
As forumer gens70 pointed out, SFGI is trading at about 2x trailing 12m PE. And i add, at 0.5x NAV (Noble Group is trading at about s$0.50 and NAV is about s$1.1). Assuming we can trust both company's calculations here.
Asymmetric risk/reward ......For multi-bagger investment returns, often imagination and extreme valuations are prerequisites. So what do you guys really expect out of this ongoing CB discussion? That they force redemption? or they settle on better terms? What would an intelligent CB investor want? Then what would happen to SFGI's valuations? What scenario will benefit these CB investors the most?