Nam Lee is cheap $G0I
by It will fluctuate
It would be silly to write at length about a stock when someone else has summarized the investment case in a tweet.
Floris Oliemans tweeted this some weeks ago:
Nam lee pressed metals trading at 4 x ex cash pe, 40pct mgmt ownership, no loss over the past 10 years, 0.85 x net net value, 12pct roic.
There’s not much more to say.