Looks the worst is over. If everything goes with plan, next year EPS will be around 21C. If they can achieve medium-term ambition($2b sales, EBITDA margin at low-to-mid 20s), EPS will be 40C, SP will be over $10.
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Looks the worst is over. If everything goes with plan, next year EPS will be around 21C. If they can achieve medium-term ambition($2b sales, EBITDA margin at low-to-mid 20s), EPS will be 40C, SP will be over $10.
Looking to break into $6 range, but for the schizophrenic US markets, would've got there easily...
Agree DCF relies on forecasted earnings etc but it also uses a discount rate which is related to the opportunity cost of capital in which A2 is far better placed that the likes of F&P which is in debt and has a DCF currently slightly below it's current SP. DCF vs SP is another tool used by serious investors which imho is worth checking before investing.
Closed almost at day’s of 5.40 on ASX. Looking good in the short term.
long way to go to get back to the glory days.
pe of 33 - 34 expensive if the the road to glory again has a pothole
Class action participation being advertised on the radio yesterday
OK - so lets take it, they are now a hopefully stable agricultural producer with a PE above 30. Given that they moved more and more from marketing (easy and cheap scalable) to production (much more expensive to scale), what are they worth if they maintain their current earnings (plus or minus the phase of the cycle)?
I don't see them defaulting, but I don't see them grow a lot either ... unless there are some more hype peaks (and troughs) to come ... but hey, hype is like earthquakes ... there always are some more aftershocks to come. Just make sure to time them correctly :) ;