CGF challenger limited

Potential takeover target, page-17

  1. 6,043 Posts.
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    "What do you think of the company priced at 16\17x ? Too expensive ?"

    Not eye-poppingly so.
    But not mouth-wateringly undervalued, either.

    Put another way:

    If I did not own CGF and was struggling to find good investment opportunities, then I would buy the stock on a P/E of 16/17x.

    But given that I already have a meaningful portion of my capital invested in CGF, for me to want to add to my holdings would require a valuation level closer to 15x P/E
 
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