Banducci is David Thodey resurrected. Wimpish, knee-weak girl-blouse CEO to the untrained investor.
Quietly, Super-Banc is leading culture-transformation (Thodey's playbook), capital discipline, study-survey-measure-improve stick-to-the knitting drill and even (WTH!) reconciliation with hard-done suppliers.
Come Friday, we will be seeing positive same-store sales growth - the first time since 2015.
The stock is worth north of $40++ in 12-months time - positive 20% eps growth trading on premium P/E deserving of its leading position in a defensive sector. Today's dog is tomorrow's star. When the bond bubble finally burst, what else is there to buy? And then, the media, the critics and the professors will sing a new song for Super-Banc.
Aldi marketing, page-30
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Last
$30.14 |
Change
0.250(0.84%) |
Mkt cap ! $43.04B | |||
| Open | High | Low | Value | Volume |
| $30.12 | $30.25 | $30.08 | $6.965M | 230.6K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 191 | $30.14 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $30.15 | 391 | 6 |
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| Last trade - 11.00am 25/11/2024 (20 minute delay) ? |
| WOW (ASX) Chart |
