A new version of Tony’s checklist with this week’s data download is now available.


Enero Group (EGG) is now at Buy on the 18/8/20 at $1.665 with a QAV score of 0.18.
I noticed a variation in the NTA per share figure that SD uses and our net equity per share, which suggests that there are intangible assets on the balance sheet, potentially goodwill from prior acquisitions.
However, altering our score for this will not make much difference to the overall QAV score.
Also note, that at a price of $1.665, EGG has just crossed the buy line and may retreat before month end.