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Becker Milk Co Ltd BCKMF


Primary Symbol: T.BEK.B

The Becker Milk Company Limited is a Canada-based company, which is engaged in the ownership and management of retail commercial properties in Ontario, Canada. The Company primarily leases retail stores with a few residential sites. The Company owns and manages approximately 38 commercial properties in various southern Ontario communities. Its properties are single store sites with a few multi-store plazas, including one residential unit above a retail commercial store. The Company has leased to third parties 51 retail units, 36 of which were leased to Mac’s Convenience Stores Inc. operating under their Mac’s Convenience Stores brand (two stores) or their Circle K Stores brand (34 stores). The remaining 15 retail units and one residential unit were leased to other tenants.


TSX:BEK.B - Post by User

Comment by BarstoolSageon Jul 27, 2021 12:17pm
220 Views
Post# 33610398

RE:RE:Increase in equity by a few million

RE:RE:Increase in equity by a few millionNot sure I buy into that number Charlie. By my reckoning, you are using total assets and ignoring the liabilities...payables, deferred taxes.

A better number (IMO) is the shareholder equity number  32,140k and divide that by the share count 1,808,360 which equates to 17.77 per share.

The 32mm number includes the FMV adjustments in comprehensive income so that it tries to show the most current NAV it can

What would a buyer pay for each share? Certainly that as a minimum...but I expect more value due to Goodwill and other intangibles.


Lawyerup wrote: Thanks Oneinamillion.  This is what I get from the management discussion paper on Sedar:  Total Assets net worth which includes property, investments and cash is $37,502,000, shares outstanding which includes all shares 1,808,360 which would give us a NAV of $20.73 a share.  I would consider this fairly accurate because of the recent property assessment values.  Becker has no debt around $800,000 cash on hand and investments valued at $4.7M mostly Couche-Tard shares and bank notes.  So in my books with a NAV of $20.73 and we are trading under $14/share we are undervalued by a significant amount.  Cheers Charlie.


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