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"As a guide a bunch of European holdcos with funds businesses like Eurazeo 28bn fum and Wendel 39bn fum trade respectively at XX% and XX% DISCOUNT to NAV - so $HMC.AX at XX% premium and $18bn of fum doesn't stack up IMHO. Why people paid $XX for it is beyond comprehension"
X Link @abroninvestor 2025-10-10T00:00Z 7387 followers, XXX engagements
"Market value is $708million for the three listeds. No the $130m debt is ALL in CPF (BEFORE the acquisitions post balance date) But only around $40m of the $120m cash belongs to $HMC.AX as $80m is in CPF. So rough NAV at market is $XXX for the X REITS $247m for the XX% of CPF $40m cash = $995m/412.6m shares = $XXXX a share"
X Link @abroninvestor 2025-10-09T23:46Z 7387 followers, XXX engagements