LOL I keep individual stocks to under 10% so have a SUMwhat higher chance of trying to stay objective :p
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https://www.shortman.com.au/stock?q=A2M
12m shorted shares covered since 11 December 2019 - would have expected the sp to hold steady with that kind of buying but sp has actually been slipping a little.
Relatively low turnover in shares traded today (429k shares only so far on ASX) - suggest market is going to break out but in which direction!
As per my prior post. If you look at the guidance for 1H its actually reasonable. Say they reach 800$mil - the amount required in 2H is actually extremely reasonable to beat last years FY result.
Historically 2H has always been better than 1H. I think it's reasonable to assume that will be the case this time to, as it has been for the past 3 years. It therefore isn't unreasonable to assume that the FY revenue will be 1.6 +/- 0.2 ..
Obviously I could be wrong, but statistically I think I'm not making a horribly gross projection.
ATM demonstrates clear gap phenomenon on report announcements. I think the shareprice was a safe buy around 12-13$. The liklihood of the interim and the full year report being worse than last year is extremely low unless a one off occurs.
Cadalac - not suggesting ebitda will be less than last year (H1 and FY)
But it won’t be anything like the 40% growth we have been used to.
H1 ebitda likely to be +15% on last year ...ouch for a super growth company
Full year +15% to +20% —- as Couts says ‘at least good’ but to some ‘not very good’