CSL possible pull back to low $200's, page-75

  1. 17,776 Posts.
    lightbulb Created with Sketch. 9076
    "It's like a manufacturer making more widgets from more spare parts with the same cost base... :

    Expect it isn't the same cost base; the cost structure is decidedly different: the cost of one of the more significant inputs went up... by a lot: more than 2.5 times, to $700 from $270 (your numbers, not mine).


    "You buy more widget parts from your widget suppliers, make more widets, make more profits."

    So despite the cost of the widget parts being supplied to you rising dramatically, you still get to make more profits, without even having to charge more for the widgets you make.

    Pretty unique kind of unit economics, right there!

    .
 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)
Last
$240.92
Change
-1.490(0.61%)
Mkt cap ! $116.6B
Open High Low Value Volume
$243.20 $243.59 $239.87 $188.6M 770.5K

Buyers (Bids)

No. Vol. Price($)
2 391 $240.92
 

Sellers (Offers)

Price($) Vol. No.
$241.50 49 1
View Market Depth
Last trade - 16.10pm 11/07/2025 (20 minute delay) ?
CSL (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.