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Member
Better than perfect then, alokdhir.
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Read the end of presentation . Another upgrade of 11 percent for full year EBITDA and 15 percent NPAT. Oh yes
Last edited by Shareguy; 10-02-2022 at 09:10 AM.
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Jeez …$70m NPAT in first half ….full year $130m plus what further upgrades bring. They pretty down on second half prospects
Can’t do much better
”When investors are euphoric, they are incapable of recognising euphoria itself “
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Originally Posted by winner69
Jeez …$70m NPAT in first half ….full year $130m plus what further upgrades bring. They pretty down on second half prospects
Can’t do much better
It is Forbar pick for 2022 ...but they expected $ 74 mil NPAT ...divvy is better then 20 cents ...so great news ...think $ 11 possible ??
" Accordingly, Vulcan is increasing its proforma post-IFRS 16 EBITDA guidance by approximately 11% at the mid-point to NZ$194m-NZ$204m from previously $174m- $184m, and proforma post IFRS 16 NPAT guidance by approximately 15% at the mid- point to NZ$107m-NZ$114m from previously $93m-$100m."
Last edited by alokdhir; 10-02-2022 at 09:22 AM.
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Originally Posted by winner69
Jeez …$70m NPAT in first half ….full year $130m plus what further upgrades bring. They pretty down on second half prospects
Can’t do much better
At 10 bucks on. PE of 10
”When investors are euphoric, they are incapable of recognising euphoria itself “
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Originally Posted by winner69
At 10 bucks on. PE of 10
Deep value as per your perimeters ??
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This company is rapidly establishing itself as one of the blue chips
Peers like EBOS, MFT, FPH, SKL, TRA, HGH, etc.
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Originally Posted by Fiordland Moose
This company is rapidly establishing itself as one of the blue chips
Peers like EBOS, MFT, FPH, SKL, TRA, HGH, etc.
Do not hold............Wish I did......lol.
An outstanding company.
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Originally Posted by winner69
Shareguy got his abacus ready
Vulcan H1 EBIT times 1.2 (to annualise) divided by 10 (Vulcan share price) multiplied by 50 (STU conservative esp EBIT) divided by 166m (number STU shares) equals what STU share price should be
Cool eh ..excitement builds
Me, just be happy to see VSL share price 11 buck tomorrow
My rough calculation gives STU price to be north of $3 based on above formula. Someone more arithmetic savvy could validate this.
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Steel prices on average up 29% and Metals prices up 14% with Total Group up 23%
Gross margin improved 6.1% points YOY to 41.3% in 1H FY22
That's pretty impressive
”When investors are euphoric, they are incapable of recognising euphoria itself “
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