Well we didn’t really get much did we?! However I’m not too disappointed with the lack of specific guidance given mgmt usually get it wrong anyway. based on ‘double-digit EBITDA growth’ for FY19 (let’s say 10%) and a company paying a pretty good dividend which should be sustainable in short term (payout ratio currently 64%) the company is undervalued by about 25% on my numbers.
Ann: Notice of Annual General Meeting/Proxy Form, page-5
-
- There are more pages in this discussion • 9 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
