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grandcaruso

2,317 Posts.

15/05/15

12:10

Post #: 15287070
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Originally posted by dct ↑

The market has been factoring in a deteriorating performance with a very low SP. Todays update confirms they have put the ship back on course. FY results will be about 25% below last year with the very major difference being last year they had $90m debt pre IPO, now they have about $10m cash and no debt.

A $60m market cap for a $21m EBITDA (there is no I for interest due) with a growing business represents a compelling buy IMO.

As of this winter they are entering into new business with Coles and Woolworths and suppling the entire range of infant/toddler apparel range for the toys r us chain in Japan - some 100 stores I believe.

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What's your guess on EPS just based on current trading update. My brain isn't working that well today. EBIT $21M turns into NPAT of say $12-13M. EPS of around 9 to 10c ?????? Is that too generous. Then dividend payout of 70 to 80% so maybe 4c per half year ??? Just ball parking , does anyone have any estimates.

PGR Price at posting: 58.0¢ Sentiment: Hold Disclosure: Not Held
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