NWH 0.77% $3.95 nrw holdings limited

NB Monadelphous does have $193.5M cash as of December to our...

  1. 5,305 Posts.
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    NB Monadelphous does have $193.5M cash as of December to our $82.7M ( an NWH increase of $23.9M in six months which means the company has been banking close to $4M a month !)
    (Even after the s12M Gascoyne loan?!!)


    On this incredible day , with brilliant interim results just published, with brilliant management , $82.7M cash in the bank and our earnings (EBIT $5M higher than the guidance predicted coming in at $50M. ..... we are still priced lower than EHL - a peer company mentioned in a post yesterday with a focus on equipment rentals. It closed at $2.13 yesterday, currently up 12% at $2.40. Earned less than half the revenue, booked less than half the profits ie EHL : HY NET PROFIT ATTRIBUTABLE $11.9 MILLION, HY REVENUES FROM ORDINARY ACTIVITIES $224.3 MILLION.
    Has about the same number of shares

    They are currently (for some reason) priced higher but we are the ones with the magic

    Last edited by sabine: 20/02/19
 
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