ANN - Ansell

[Lizard]

Surprised we don't have a thread for Ansell. Thought result looked good and still some value here at $14.63, though probably more one for traders looking to buy dips. Yield hardly exciting for investors.

[peat]

maintaining guidance but only just.
so taking the midpoint of guidance puts them on a forecast PE of 17
the outlook was a bit tempered tho, so maybe midpoint is optimistic

market clearly disappointed.

I note Barramundi have this.

[peat]

The result today achieved guidance which seemed to spur the market into a bit of a re-rating up 8.6%
This has always been a quality company though the last year has been savage
half of my holding is under water, the other half bought at 25. I like the result, and I like the technicals. Quite bullish since mid June , poked its nose above the resistance level and will now have another go at breaking 27 and then that will be the floor. All imho of course.

[Valuegrowth]

This is a another company which did well during covid-19 period. It was trading around 3.50 AUD in 2001. Reached 40 AUD in 2021. Curently it's trading around 26 AUD.