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GWA Group Ltd V.GWA


Primary Symbol: GWAXF

GWA Group Limited is an Australia-based supplier of building fixtures and fittings to households and commercial premises. The principal activities of the Company include research, design, import and marketing of building fixtures and fittings to residential and commercial premises, and the distribution and installation of various products through a range of distribution and customer channels in Australia, New Zealand and selected international markets. Its water solutions segment includes sale of vitreous China toilet suites, basins, plastic cisterns, taps and showers, baths, kitchen sinks, laundry tubs, domestic water control valves, smart products and bathroom accessories. The Company's brands include Caroma, Methven, Dorf and Clark. Its subsidiaries include Caroma Holdings Limited, Caroma Industries Limited, Caroma International Pty Ltd, Caroma Singapore Pte Ltd, Deva Tap Company Ltd, GWA Finance Pty Limited, GWA Group Holdings Limited, and GWA Group Holdings (NZ) Limited.


OTCPK:GWAXF - Post by User

Post by Tim2Agamion Jun 09, 2023 9:40am
220 Views
Post# 35488260

Burning Aspirations

Burning AspirationsHoly smoke indeed MW ... I thought you were about to pass the news that the camp was caught up in an Ontario wildfire. Instead, it's just a reflection on the unquenchable equity firesale that defies liquidation or rainmakers.

As is generally accepted. the underlying share price of a Flow Through Share, when the tax benefits are stripped out, is about 20% below the pricing, 

True to form the offering at .18 suggested the underlying "market value" was discounted to about 15 cents. Now with the FT pricing adjusted to .14. the underlying "market value", after the tax benefits are stripped out, is, as you suggest, about 10.5 or 11 cents where it is, more or less, now; 10 cents on a bad day (although that's still good for those who have the 8 cent offering and want to liquidate the underlying shares and run with the warrants)

The other holy smoke signal was the wet blanket on the hot coals of future outlook. The attached warrants once exercisable at .24 in two years -- giving some idea of the bait offered as to what a participant in the FT share offering can expect, in order to to be "in the green" -- is now dampened to only 20 cents two years out. 

Well, your 18 cent-ers may be testing your patience even more.




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