Tuxedo,
Who is clsa? They seem to me to be smoking some pretty strong stuff.
My own estimate is that Dart is trading closer to 60 cents in the current sp, due to the carrying cost of AOE shares through to demerger.
But more importantly to call any valuation of Dart of over $2 conservative is in cloud cuckoo land. Bad enough to state such a value at all. Sure as the years pass it may (or may not) come to fruition.
EL
clsa note today on arrow and the dart
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