Saturday, November 10, 2018

Sligro: I made some mistakes?

Conclusion April 2017It is interesting to see how Sligro's price fluctuates around its Graham value. Currently at 35,29 Euros there is no margin of safety for the Graham Defensive investor.

After that Sligro completed the sale of Emte supermarkets and gave shareholders a special EUR 7,57 dividend per share at the end of July 2018 and the share price has gone up to EUR 40. Last year I wrote that the book value was EUR 33 per share and now I see and calculate around EUR 15 per share...? Business seems to be going well too. To be continued in 2019.

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