intrinsic value, page-7

The stock price is based on last years profit numbers . ( actually below those as 1.30 -1.35) would be more accurate ) the forwarding outlook statements will determine how far this rerates . If you look at last years profit drop a lot of it was due to short term factors which impacted sales orders - one would imagine some of these would fall into this years figures . The catalysts for AGI are many, and let’s not forget corporate activity remains a big posssibility IMO. The lower dollar doesn’t hurt either and the lowe dollar makes AGI 48% not owned my Novomatic even cheaper to acquire . Corporate activity is talked about offen but one finds it occurs more regularly when there is a large shareholder as is the case here
Dividend - I would guess something small 1.5c maybe