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21-11-2017, 11:40 AM
#7081
I love how us Kiwis say "not bad" while the Aussies type in hyperbole
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21-11-2017, 11:44 AM
#7082
Love that sweet sublime voice of Geoffrey while he reads me good results... I am in love
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21-11-2017, 11:44 AM
#7083
That's a massive result. SP has factored this in though? Let's see the reaction
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21-11-2017, 11:47 AM
#7084
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.
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21-11-2017, 11:51 AM
#7085
Is it a good meeting? Can't hear or see anything on my Virtual thing.
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21-11-2017, 11:54 AM
#7086
Member
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21-11-2017, 12:01 PM
#7087
Originally Posted by see weed
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!
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21-11-2017, 12:07 PM
#7088
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% |
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21-11-2017, 12:14 PM
#7089
Member
Great virtual meeting, no problem getting into it.
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21-11-2017, 12:27 PM
#7090
Originally Posted by sb9
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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