With 29,400 members, this recent AIM IPO offers growth, and an inflation hedge.
Nice write up! Looking worward to more write ups, not that much of a podcast fan in general...
could you elaborate on the valuable assets not accounted for on the balance sheet ?
Best, s4v
Hi, glad you enjoyed it. The inventory of maturing whisky stands at a book cost of £21m. However, the company estimated on 31st August 2021 that the retail value of the stock to be £350m, which would generate around £220m in gross profit.
thx, an important asset value based data point :)
I think many 'whisky companies' have this hidden value in their inventory
Nice write up! Looking worward to more write ups, not that much of a podcast fan in general...
could you elaborate on the valuable assets not accounted for on the balance sheet ?
Best, s4v
Hi, glad you enjoyed it. The inventory of maturing whisky stands at a book cost of £21m. However, the company estimated on 31st August 2021 that the retail value of the stock to be £350m, which would generate around £220m in gross profit.
thx, an important asset value based data point :)
I think many 'whisky companies' have this hidden value in their inventory