DDR 1.49% $10.24 dicker data limited

Ann: Q1 FY22 Market Update, page-6

  1. 2,945 Posts.
    lightbulb Created with Sketch. 1112
    outrageously good result, but they bought Exeed at a steel, and hopefully HILS/DAS will expand their customer base and give them another avenue to grow from and add to the bottom line (my sense is that this is currently losing money.....100 people in the business bought with stock for 20m seems to indicate a loss making business)

    The 54c implies an EPS growth of ~30% on last year (which already had some Exeed bottom line impact) so pretty ambitious guidance

    Vlad told us the numbers would be good......just follow his purchases!
 
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