Anybody here go to the AGM like to give a brief overview?
It ok, just seen the presentation is out. All sounds good as usual. I see the new pet food factory is now running 24 hours a day, always a positive sign.
Strong start to the next reporting period, all very much business as usual.
For the three months ended 30 September 2022, the Group recorded revenue of approximately $3.0 billion and Underlying EBITDA of approximately $142 million.
This reflects double-digit organic growth compared to the prior corresponding period as well as
contribution from acquisitions completed in FY22
Cant domuch better than that - forecast EPS of $1.70 might be on the light side
Heck - double digit organic growth and LifeHealth to be added - all for $37 bucks on a PE of about 20
Last edited by winner69; 27-10-2022 at 04:25 PM.
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
Forward P/E of 20 about right isnt it? Well in this market anyway. Isnt the ROE too low for anything higher? I remember you used to say ROE too low W69
Forward P/E of 20 about right isnt it? Well in this market anyway. Isnt the ROE too low for anything higher? I remember you used to say ROE too low W69
Think I said EBO ROE were lower than say FPH and as such would deserve PE multiples in the 40's or something like
Main thing is EBO always return a decent amount their total cost of capital .... and the next few years are looking good
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
Whats going on, most unusual. Whoever is buying not picked the best day for it. They been on sale for Months.
Unless there some new developments we don't know about.
Being hugely overweight in EBOS means it is good to see.
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