I had forgotten that I based the arithmetic that I used on the recent half-year, but I wrote, "In summary, I moot that NWH should have a FY25 NPAT of about $64 million. It should have been $64M x 2 = $128M. That is very close to LJSM's guesstimate of NPAT $127 (based on 62.2% of EBITA). That is because I had 10% intuitive NPAT improvement in mind, and all I did was to show that it could be improved by a very small increase in pricing, instead of increasing the quantum of work undertaken.
I would not be surprised if NWH increased its quantum of work, and uplifted margins to do much better than $128M in FY25.
My "hold" sentiment reflects that I am no longer accumulating NWH, and that is because a large percentage of my net worth is invested in NWH.
I had forgotten that I based the arithmetic that I used on the...
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Last
$2.76 |
Change
-0.010(0.36%) |
Mkt cap ! $1.250B | |||
| Open | High | Low | Value | Volume |
| $2.78 | $2.78 | $2.75 | $1.166M | 422.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 13799 | $2.76 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.77 | 1623 | 1 |
View Market Depth
| Last trade - 16.10pm 03/05/2024 (20 minute delay) ? |
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Last
$2.76 |
Change
-0.010 ( 0.38 %) |
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| Open | High | Low | Volume | ||
| $2.78 | $2.78 | $2.75 | 200218 | ||
| Last updated 15.59pm 03/05/2024 ? | |||||
| NWH (ASX) Chart |