@smallville wrote:OntheMoney.. Nice analysis.. I gave u a + for that nice interpretation
YEs Investing in leisure sector is not a weakness.. Only thing it takes time for a ROI...
And a highly potential company like LOLC would find a way to convert their weaknesses to oppertunities..;-)
My valuation was under the impression that LOLC was BFI sector entity, but if we put it in DIV sector and calculate;
Ann. EPS as 8 * 35.5 (DIV PER) = 284. is the expected value...
Even at abt 30% discount to DIV sector PE the price arrives at arund 198.. sO at the current price this is very much undervalued.
I think the guy who converted 100% LOLC is gonna be a real winner now..
I read all your guys comments. Nice presenting of facts. In my opinion LOLC cannot be treated as in BFI sector. Yes DIV section is appropriate as their ventures are diversified now. Their core business is attractive. Some other ventures have not fired yet but they will eventually and this counter will be more attractive in medium to long term.
For short term am not sure how much it will shoot up but given nature of CSE it can.
This is a conglomorate to eye for the future for sure.