Ebos Limited EBO

[winner69]

Good on you RTM

Plenty of good boating / sailing up eh

[LAC]

I see EBO making an acquisition some time in next financial year to get the Revenue up, the fact their their own brands are doing well is a good sign they will look at further acquisition IMO. Have made mistake selling previously and will just hold this one. Decent divies as well based on my initial purchase prices.

[macduffy]

My biggest concern is whether or not FALL IN MARGIN AND REVENUE is consumer driven.

SOLD

Yes, revenue is down but margin increased - from 3.17% to 3.58%.

[RTM]

Lucky I had been doing some homework. From the Sky report.

"The net loss includes an impairment charge of $360 million. The SKY board is required to assess the fair value of intangible assets at each reporting period and if this is determined to be less than the book value, then the assets are impaired. The impairment charge reduces the net book value of SKY’s equity at 30 June 2018 to $1.03 billion ($2.64/share) compared to $1.33 billion ($3.41/share) at 30 June 2017. SKY shares closed at $2.60 per share on 30 June 2018. This goodwill asset arose on the merger of Independent Newspapers Ltd (“INL”) and SKY back in June 2005 and reflected the difference between the fair value of SKY’s assets at the date of the merger and the price that INL shareholders agreed to exchange their shares in INL for SKY shares. This is a non-cash charge that has no impact on SKY’s 2018 cash flows or on any of its bank covenants. "

And SEEKA...

"Profits for the six months were impacted by a $1.53m write down of goodwill in the tropical business, Seeka Glassfields. "

Lots of homework for the weekend !

[h2so4]

Yes, revenue is down but margin increased - from 3.17% to 3.58%.

Yes EBITDA margin increased.

[peat]

Im seeing the increase in margin as a good substitute for current revenue growth, as we know that revenue is going to increase by $1B over the next year or so. True it is likely that this recent large deal with ChemMart will compress margins but I guess its harder and hard to do both at the same time as the company grows.
They have a plan though and continue to execute. Its totally clear these guys aren't just sitting around praying. I'm still holding. share price hasn't retraced much from recent surge so I'd guess 21.60 might be a short term target for traders , though I wont sell.

[peat]

I'll try not to do a hat trick but will comment that today is an all-time closing high. Yesterday spiked higher but didn't hold.

Will the gap be filled ? If so price would revert to $19.25 , surely a bargain such as that could never present itself.


Attachment 9877

[Snow Leopard]

Still going up, still setting new highs, good volume behind it too.

When will this madness end?

[peat]

share price hasn't retraced much from recent surge so I'd guess 21.60 might be a short term target for traders , though I wont sell.

Thanks for saving me the agony of posting again SL.

as I said 2.5 weeks ago 21.60 thar she blow.

[percy]

Still going up, still setting new highs, good volume behind it too.

When will this madness end?

When I buy back in...……………..
I have no spare cash at present,so it will keep going up for awhile...……………………….lol.