Its a great day today. So many happy faces. The results were nothing less than incredible.
Then revenue was great,NZD 613(m). It is also above my estimate by 1.66%.
Something I was looking closely today was the gross margin. I'm happy to reiterate than it now sitting at 55.5%, as we know last year we were at 49.8%
If we simply look at growth to value, then we can say that this stock is worth in between AUD $15 - $20. 15 being a minimum and 20 is like just paying a fair price. Again these surface estimates don't even factor in A2M's cash pile and its financially invested assets.
We have a long way to go. Today's SP is too cheap.$20 party is where we should be at from here onwards, after taking out cash and investments.
HY Results 2019, page-179
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Last
$5.75 |
Change
0.020(0.35%) |
Mkt cap ! $3.808B | |||
| Open | High | Low | Value | Volume |
| $5.73 | $5.80 | $5.68 | $10.87M | 1.892M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 14521 | $5.75 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $5.76 | 15381 | 1 |
View Market Depth
| Last trade - 16.10pm 29/11/2024 (20 minute delay) ? |
| A2M (ASX) Chart |
