A: Adelaide Brighton – sounds like it is going to do it tough on revenue/volumes, with recent guidance generally below market expectations. On valuation metrics, it is looking pretty cheap – trading on a consensus multiple of 13.9, dividend yield 6.2%. The brokers (according to FN Arena) are neutral, with sentiment at 0.0 (scale -1.0 is most negative, +1.0 is most positive). Target price of $3.61.

Given the dividend yield and with one major shareholder owning almost 33% of the company, I wouldn’t be in a hurry to sell.

Regards,

Paul Rickard.