Sam Koch "Those companies trade on 25 to 30 times earnings. We believe that a similar multiple can be attained for Supply Networks over time and the catalyst is continued execution and earnings upgrades."
It appears that they already trade on 29 times earnings. A bit of overegging from WAM?
I only wish I'd discovered this company a few years ago, but is there still value on that multiple and 60x FCF with forecast earnings growth around 13-14% over the next couple of years?
Happy to hear contrary views from those more knowledgeable about SNL.
Ann: Full year guidance update June 2024, page-19
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Last
$22.40 |
Change
0.070(0.31%) |
Mkt cap ! $952.1M | |||
| Open | High | Low | Value | Volume |
| $22.59 | $22.78 | $22.20 | $170.0K | 7.588K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 43 | $22.40 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $22.50 | 838 | 1 |
View Market Depth
| Last trade - 16.10pm 28/06/2024 (20 minute delay) ? |
| SNL (ASX) Chart |