Just listened to the webcast. Some points that I got.
1. The half just reported is not expected to be repeated in H2, hence no change to guidance.
2. CSL is currently in a high CAPEX spend period as production is expanded to set the company up for future growth.
3. CSL has a Net Debt aim of between 0.7 and 1.2 times ebitda. On the half year results, CSL is at .42, so it has a long way to go. It will continue to increase it's debt over time.
4. Emerging markets sales grew by 40% on the prior period and now represent 12% of sales. This is currently low margin sales, but will migrate to high margin over time.
All up, a good result. There was quite a move in the sp today, which was a bit unusual. I do not have an explanation for it.
BTW, the number of shares on issue is now under 500m (20% of the issued capital has been bought back.) With the growth in the business still occurring and new products coming to market, this may not be the last buyback.
HT1
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Last
$305.67 |
Change
-4.920(1.58%) |
Mkt cap ! $147.7B |
Open | High | Low | Value | Volume |
$305.66 | $306.26 | $302.80 | $357.8M | 1.183M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 388 | $305.65 |
Sellers (Offers)
Price($) | Vol. | No. |
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$305.68 | 361 | 1 |
View Market Depth
No. | Vol. | Price($) |
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1 | 250 | 304.000 |
1 | 4 | 303.760 |
1 | 450 | 303.250 |
2 | 67 | 303.000 |
1 | 40 | 302.980 |
Price($) | Vol. | No. |
---|---|---|
305.890 | 90 | 1 |
306.000 | 100 | 1 |
306.300 | 75 | 1 |
306.500 | 100 | 1 |
308.000 | 100 | 1 |
Last trade - 16.10pm 02/08/2024 (20 minute delay) ? |
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