I think NPAT will exceed $10m for FY17 and ROE will be around 14% as they get the full benefit of 12 months of earnings from acquired profits that they raised equity to pay for.
I agree roll-ups are not the highest quality plays out there but if you warehouse all the stock under a single roof, increase your available product range to your existing customers etc there are more synergies available than just buying lots a little businesses and continuing to operate them independently ie just going for the valuation arbitrage which is what the examples you listed do
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Last
39.5¢ |
Change
-0.015(3.66%) |
Mkt cap ! $653.8M | |||
| Open | High | Low | Value | Volume |
| 41.0¢ | 41.0¢ | 38.5¢ | $604.9K | 1.543M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 30211 | 38.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 39.5¢ | 28453 | 1 |
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| Last trade - 16.10pm 24/06/2025 (20 minute delay) ? |
| PGC (ASX) Chart |