Added to YB: 2025-09-24
Pitch date: 2025-08-04
AAC.AX [bullish]
Australian Agricultural Company Limited
+5.04%
current return
Author Info
No bio for this author
Company Info
Australian Agricultural Company Limited engages in the production of cattle and beef in Australia. The company is involved in production of beef, including breeding, backgrounding, and feedlotting; sales and marketing beef into global markets; and ownership, operation, and development of pastoral properties.
Market Cap
AUD 901.1M
Pitch Price
AUD 1.39
Price Target
2.55 (+76%)
Dividend
N/A
EV/EBITDA
-6.54
P/E
-830.56
EV/Sales
3.57
Sector
Food Products
Category
value
Australian Agricultural Company Limited - $AAC.AX
AAC.AX: Beef producer trading 45% below NTA ($2.55 vs $1.41 share price), widest discount since 2001. Two major shareholders (Tavistock 53%, Tattarang 22%) accumulating shares under 'creep' rules, making take-private likely. 22-34% IRR potential if acquired at NTA in 2-3yrs. Risks: shareholder alignment, succession.
Read full article (5 min)