EHL 2.47% 83.0¢ emeco holdings limited

anyone interested here?, page-4

  1. 53 Posts.
    lightbulb Created with Sketch. 2
    newB - good to see you on this thread too

    Any general thoughts on EHL

    Has good discount to NTA but not as good as BLY.

    To what extent can they defer capex - seems like they need to rotate machines or sales will disapear. Is debt secured against the machines or company?

    Thanks for your ideas
 
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