-
I have been travelling and not paying (much) attention but what a very pleasing result and run on the boards this company has under its belt.
Re debt levels, while pleasing to see ratios come down, it is the sort of company that as it grows it tends to spend capex and increase debt, but during downturns turns off capex and spits cash and pays debt down.
-
Annual report.
https://cdn-api.markitdigital.com/ap...df02a206a39ff4
And their outlook.?
We are confident of future growth and have provided
guidance for FY23:
■ Revenue in the range $165 million – $175 million, an
increase of 15% on FY22;
■ EBITDA (underlying) in the range $43 million –
$44 million, a 20% improvement;
■ NPAT (underlying) in the range $21.5 million to
$22.5 million, an increase of 23%
Last edited by percy; 27-09-2022 at 07:01 PM.
-
Member
Hopefully similar to last FY and they are being conservative and end up with some upgrades.
Much of that info is also discussed in the latest coffee microcaps youtube vid. XTE in that episode also.
-
 Originally Posted by sampson
Hopefully similar to last FY and they are being conservative and end up with some upgrades.
Much of that info is also discussed in the latest coffee microcaps youtube vid. XTE in that episode also.
Just watched the ACF and XTE presentations on coffee microcaps.
Most enjoyable.
https://www.youtube.com/watch?v=ECiy-fsRosE
Last edited by percy; 28-09-2022 at 02:38 PM.
-
https://cdn-api.markitdigital.com/ap...df02a206a39ff4
Another upgrade.
2023 EPS expected to be up 28% on 2022..!!!!
Last edited by percy; 21-10-2022 at 11:34 AM.
-
Originally Posted by percy
Mid guidance PE 5.8, EPS growth 28%, PEG 0.2. Wow!
It's notable that revenue forecasts are unchanged at this stage - ie now forecasting higher margins, with costs well under control and likely revenue upgrades still to come.
What's not to like?
-
and growth still in its sweet spot. bring on the next divy
-
Per FNArena this morning, Morgans have increased their price target from AUD0.80 to AUD0.84 citing "ongoing strong momentum in the business".
EPS and DPS form FY23 are 0.09 and 0.035 respectively. That's a PE of 5.7x and a yield of 6.7%.
-
Originally Posted by traineeinvestor
Per FNArena this morning, Morgans have increased their price target from AUD0.80 to AUD0.84 citing "ongoing strong momentum in the business".
EPS and DPS form FY23 are 0.09 and 0.035 respectively. That's a PE of 5.7x and a yield of 6.7%.
It's got the trifecta - Low valuation with strong balance sheet + Strong growth (with sector tailwinds) + Aligned smart management
-
15-11-2022, 12:53 PM
#100
Current Guidance for the FY23 as follows:
Secured hire revenue contracts in FY22 of $50.4m up 28% on FY21. Three months to 30 September up 32% on same period
last year
Capex orders placed in the first half of FY22 totalling circa $8m, now arrived and equipment on hire into FY23
Revenue and Profit to be generated from already secured Jump Form contracts
16
OUTLOOK
Forecast underpinned by:
METRIC (UNDERLYING) FY23 GUIDANCE
CURRENT % CHG ON FY22*
Revenue $165m - $175m up 15%
EBITDA $45.5m - $46.5m up 27%
NPAT $23.0m - $24.0m up 32%
EPS 9.0c - 9.4c up 28%
Posting Permissions
- You may not post new threads
- You may not post replies
- You may not post attachments
- You may not edit your posts
-
Forum Rules
|
|
Reply With Quote
Bookmarks