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  1. #7081
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    I love how us Kiwis say "not bad" while the Aussies type in hyperbole

  2. #7082
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    Love that sweet sublime voice of Geoffrey while he reads me good results... I am in love

  3. #7083
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    That's a massive result. SP has factored this in though? Let's see the reaction

  4. #7084
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    They beat the already bullish Goldman Sachs forecasts and they believe the target price is A$7.25 (NZ$8.15ish). Current NZX price $8.12 seems about right.

  5. #7085
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    Is it a good meeting? Can't hear or see anything on my Virtual thing.

  6. #7086
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    Full presentation on NZX.Assumed you would have that. Babidge just going thru that now.

  7. #7087
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    Quote Originally Posted by see weed View Post
    Is it a good meeting? Can't hear or see anything on my Virtual thing.
    It's a great meeting and you shouldn't have sold 10k of ATM earlier this morning...... my new projection range for the SP is $NZ8.50 to $NZ12.00

    However whether the market agrees will be interesting!

  8. #7088
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    The below is all what you need especially Revenue and NPAT numbers...They would be $1 Bln revenue very easily for this FY and NPAT of at least 200ml. That translates roughly to 28c forward EPS and apply what PE you like, I myself like 40 or 50 and that gives a range of $11.20 to $14.00. Happy to hear others viewpoint.

    NZ$ ml 4M18 4M17 % Change
    Revenue 262.2 155.2 68.90%
    EBITDA 78.4 35.5 120.80%
    PBT 78 35 122.90%
    NPAT 52.3 22 137.70%

  9. #7089
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    Great virtual meeting, no problem getting into it.

  10. #7090
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    Quote Originally Posted by sb9 View Post
    The below is all what you need especially Revenue and NPAT numbers...They would be $1 Bln revenue very easily for this FY and NPAT of at least 200ml. That translates roughly to 28c forward EPS and apply what PE you like, I myself like 40 or 50 and that gives a range of $11.20 to $14.00. Happy to hear others viewpoint.

    NZ$ ml 4M18 4M17 % Change
    Revenue 262.2 155.2 68.90%
    EBITDA 78.4 35.5 120.80%
    PBT 78 35 122.90%
    NPAT 52.3 22 137.70%
    Sorry got carried away thinking those numbers are for 3 months but they are for 4 months.

    So my revised numbers are Revenue of $850ml and NPAT of $175ml and that gives revised forward EPS of 24c. Based on this my revised price range based on PE of 40-50 is
    $9.60 - $12.00.

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