SWM 3.03% 17.0¢ seven west media limited

Value Proposition, page-3

  1. 11,003 Posts.
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    Im stuck in this position and average is 36c but not overly concerned at the moment as expecting NPAT FY20 around ~100M so looking at 7c EPS which is some 4.5 P/E..... sentiment is really negative and that's where I generally find value. Despite a below average outlook into 2022 that 1.5B revenue not going away in a hurry and as said sentiment and valuation is extremely low so expecting a re rating at some point towards 10-12 p/e in the next 6-12 months. I think 75-80c valuation is about right with status quo and nothing positive or negative around the corner.
 
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