Only a few weeks before we get a pre release. time will tell on the NPAT figure. Briscoes has been squeezing margins well, the company had excellent stock coverage. My bet briscoes will be closer to 85 than to 73.
But I think that figure is largely irrelevant - how can it not be a high watermark for several years with cost inflation and interest rate rises eating away at demand. Omni blues too when it spreads, but wonder if that impact will be as bad as the lockdowns over the year just been.
So we all will be in search of a new set of near term or maintainable NPATs to value off of. FY22 npat will be critical for one last juicy dividend.
All retail is in for headwinds and not 30 cents worth.
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