TTNs key safety Net is it's low debt and strong asset base . Even if we discount assets by 40% ( which we shouldn't as some were bought recently ) assets would still be above current market cap . This is not only a services business - it has real assets that are worth a lot more than current market cap . As Simon Marais says - the best investments are made when most analysts dislike a sector or stock
AUG Price at posting:
49.5¢ Sentiment: Buy Disclosure: Held