Excellent results and guidance - the total tv ad market cycle has now irrefutably turned upwards. Somehow SWM managed to pull off a miraculous 41.5% Total Tv Revenue share during the half (the highest record ever for a non-Olympic broadcaster). Net Debt down to $260m and positive forward guidance even without interest rate cuts kicking in yet! Absolutely amazing cost guidance for FY26 with an ambition to target flat FY26 costs including AFL digital rights and group inflation!
I expect SWM will bring in circa $90-100m free cashflow in just 1H FY26 Alone! (in other words SWM brings in approx 33% of its whole market cap in Free Cashflow in just six months between 1st July 2025 to 30 December 2025. This once again is the easiest and safest multi-bagger I have ever seen.
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)