LYL 0.15% $13.68 lycopodium limited

Ann: FY2023 Shareholder Report, page-7

  1. 460 Posts.
    lightbulb Created with Sketch. 106
    I must say I was very surprised to hear the MD make comment on the value of LYL shares relative to other players in the sector : MND, SRG and GNG. As we know management are quite modest, conservative and more focused on building the business rather than talking themselves up.

    So I looked at the comparative numbers that count for FY23, as of today.

    EV/EBIT MND 16.2x SRG 6.8x GNG 7.3x LYL 4.1x

    5 Year Average NPAT Margin MND 2.9% SRG 2.4% GNG 3.3% LYL 10.4%

    I contend that LYL are the best managers in the sector and the net margin over a number of years backs this up.

    Compelling value.

 
watchlist Created with Sketch. Add LYL (ASX) to my watchlist
(20min delay)
Last
$13.68
Change
-0.020(0.15%)
Mkt cap ! $544.4M
Open High Low Value Volume
$13.67 $13.68 $13.67 $20.45K 1.496K

Buyers (Bids)

No. Vol. Price($)
3 211 $13.66
 

Sellers (Offers)

Price($) Vol. No.
$13.78 961 4
View Market Depth
Last trade - 10.04am 23/07/2024 (20 minute delay) ?
LYL (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.