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  1. #3931
    Speedy Az winner69's Avatar
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    Quote Originally Posted by X-men View Post
    Estimated forecast NPAT $77.1 m for year 2024

    Very positive tone!!! Grant also said... despite all the price increase .. people are keen and accepting the high cost of thier travelling holiday

    Watched thier presentation...
    $77m is what they said before ….suppose playing safe for now and keeping the upgrades for later …sneaky eh
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  2. #3932
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    Better to be conservative.. upgrades will be an icing on the cake...

    But the board is very professional and positive moving forward

  3. #3933
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    Thanks x-men. See a big chuck of shares changed hands afterwards.

  4. #3934
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    That was amazing eh ..being fundies ...they are able to change shares in large amount without moving the SP

  5. #3935
    always learning ... BlackPeter's Avatar
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    Quote Originally Posted by X-men View Post
    Estimated forecast NPAT $77.1 m for year 2024

    Very positive tone!!! Grant also said... despite all the price increase .. people are keen and accepting the high cost of thier travelling holiday

    Watched thier presentation...
    Well yes, upbeat tone.

    I hate it though, if they pick NPAT targets out of the thin air ... and they did it again. Anybody still remembers what happend to the NPAT target they did set in 2017 for 2020?
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

  6. #3936
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    Could not blame them... COVID!!!

  7. #3937
    always learning ... BlackPeter's Avatar
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    Quote Originally Posted by X-men View Post
    Could not blame them... COVID!!!
    I guess that's the thing with the future - nobody knows what lies ahead - and particularly so in an industry competing for the "nice to have" bit of peoples budgets.
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

  8. #3938
    Speedy Az winner69's Avatar
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    Quote Originally Posted by BlackPeter View Post
    Well yes, upbeat tone.

    I hate it though, if they pick NPAT targets out of the thin air ... and they did it again. Anybody still remembers what happend to the NPAT target they did set in 2017 for 2020?
    In the good ol’ days thl forecasts and profits were so bad somebody pointed out that there was a negative correlation between reported visitor numbers and thl profit …more tourists less profit

    Seems things have changed
    Last edited by winner69; 19-10-2023 at 03:31 PM.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  9. #3939
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    For a board that has a gut to give a forecast of NPAT $77 m with current economy conditions...I truly trust them and have a good strong confidence they will achieve it. I don't see any black swam event like covid coming anytime soon.

    A lot of companies will not give any forecasts

    Based on that the dividend will be 15-20c

    Jarden homepage forecasts NPAT 2024 at $48.8 m...way above the broker expectation. So...won't be surprised an upgrade from broker coming up soon
    Last edited by X-men; 19-10-2023 at 03:55 PM.

  10. #3940
    always learning ... BlackPeter's Avatar
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    Quote Originally Posted by X-men View Post
    For a board that has a gut to give a forecast of NPAT $77 m with current economy conditions...I truly trust them and have a good strong confidence they will achieve it. I don't see any black swam event like covid coming anytime soon.

    A lot of companies will not give any forecasts

    Based on that the dividend will be 15-20c

    Jarden homepage forecasts NPAT 2024 at $48.8 m...way above the broker expectation. So...won't be surprised an upgrade from broker coming up soon
    The thing about black swan events is, that one does not see them before they occur. Did you see Covid before it passed by? See ;

    So, I am not surprised, you don't see them - nobody does.
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

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