• Home
  • About
    • People
    • License
  • Investment Philosophy
  • TrueNorth Graphics
  • Insights
  • Readings
Contact Us
  • Home
  • About
    • People
    • License
  • Investment Philosophy
  • TrueNorth Graphics
  • Insights
  • Readings
Time is a friend of the wonderful business, the enemy of the mediocre
View in PDF
Lucky’s capacity has raced past peers from similar levels in 03…

Mn Tons

...coupled with a huge build-up in cash & investments

PKR Bn

Net Cash (Cash & Equivalents plus investments minus Debt)

Lower Fixed Assets/ton* is Lucky’s hidden advantage

PKR 000's / Ton

Price performance- huge variation in the same sector

PKR

Todays value of PKR 100 Invested in July 2003

Source: Company reports and PSX Data

* Fixed Assets are defined as operating fixed assets at historical cost.

**This is not research material and there is no investment recommendation. These are our personal views.

Share
Tweet

Share

Share

© 2019 TrueNorth Advisors (Pvt.) Ltd, All rights reserved.

Email Alerts

To receive email notifications when new insights are posted, sign up for email alerts here.

Insights

Worthwhile reading

To receive email notifications when new insights are posted, sign up for email alerts here.