Outlook - FY18 EBITDA outlook for growth to comfortably exceed the 30.7% increase achieved in FY17
Greater growth than Trilogy will be producing
Growth might be a bit higher though the PE gap is too big 36 vs 15, if we imply 25% growth for Trilogy then the equivalent for BWX is 300% profit growth which wouldn't make sense and if we imply a 30% growth as a base for BWX then for Trilogy their growth is priced at 2.5% growth. Either way doesn't make sense so clearly one is overvalued or one is undervalued.
Last edited by silverblizzard888; 16-08-2017 at 03:13 PM.
Nearly a year ago on ASM day the proverbial hit the fan with that earnings guidance they announced - share price before hand was over $4.60
Wonder what this years ASM will bring?
All we have to work on is a wishy washy vague forecast along the lines of TIL expects underlying revenue growth in FY18 to be consistent with FY17 for each segment of the business....and TIL Group EBITDA will continue to grow, despite gross margin compression as a result of higher raw material prices within Trilogy skincare.
Wonder what 'consistent' and 'each' actually implies ...without double counting again
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
Growth might be a bit higher though the PE gap is too big 36 vs 15, if we imply 25% growth for Trilogy then the equivalent for BWX is 300% profit growth which wouldn't make sense and if we imply a 30% growth as a base for BWX then for Trilogy their growth is priced at 2.5% growth. Either way doesn't make sense so clearly one is overvalued or one is undervalued.
No doubt you maths are correct ...but I don't quite follow the logic
Can be a bit thick at times ...and lazy in not thinking it through
Last edited by winner69; 16-08-2017 at 04:10 PM.
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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Originally Posted by boysy
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