Post by
duplex5696 on Nov 07, 2022 8:19pm
INO & Risk
I have been reading the postings expressing concerns over Ino's current difficulties. While it can be perilous to ignore serious potential risks it is also important to look at possible remedies. In the case of INO some analysts have looked at the possability of privatising the Reit. Ostensibly this would create more value than the current share price. If you look at pure asset value taking into account debt leverage is there meaningful value? Its a question of looking at INO purely as a business and not focusing exclusively on the share price. The most important issue now becomes the added level of debt burden that will be created by their planned renovation? They are presumed to have an excellent management partner. If so, will this entity (has 10% interest) be able to asses the risk of a large loan driven financial investment?