Chart Update, page-783

Hello and everybody’s being very quiet.
(Shhhh)
I am too.
But I just wanted to point out I think our guidance results according to last November’s guidance (ie before they (possibly) got impacted by Gascoyne loan and anything else) put us in a BETTER position than Monadelphous !


-This figuring is based on my maths and NWH anticipated EBITDA and earnings vs Monadelphous results today.

Revenue:
NWH: “Revenue is expected at around $500 million - up 45% on the same period last year”
(This is $278.5 m less than MND revenued.)

EBITDA :
NWH: “is expected to be around $70 million compared to $40.3 million in the prior comparative period.”
( Monadelphous EBITDA was $55.8M - down from $62.5M MND interim report here )

Earnings :
NWH: “are expected to be circa $45 million, an increase of 100% over the same period last year.”
(MND interim report says earnings are 32.7c a share ...Monadelphous has 94.24M shares .....
I multiplied the earnings per share by the quantity of shares and arrived at $30,816,480 which roughly fits in with MND reported NPAT of $30.7million.)

Ie we are earning less revenue but booking higher earnings?

According to Commsec today;
NWH Market Cap -$782 million
MND Market Cap - $1,638 million

That means NWH could jump to double its current price.. ie market cap 0f $1,564 and still be valued LESS than MND!

Why should this be so?
@Pioupiou I know you say it is more diversified but this is still an enormous price difference.