http://www.ganescapital.com.au/fund-updates
This fund manager has bought more in the past month, it still looks expensive to me.
Market Cap = 198m
EDITDA Margin = 18pc
HY Revenue = 18m (36-40m FY)
FY Revenue would have to rise to 108m (2.8 times current revenue) for this to be reasonably priced assuming margins remain the same, less if margin grew. Heaps of exposure to FX movements with PWH too.
I do hold a very small parcel (2% of portfolio) as I like the story, it may just take some luck with exchange rates and a while to play out.
Interested in the thoughts of any holders.
Hoarding
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Last
$8.24 |
Change
-0.160(1.90%) |
Mkt cap ! $828.6M | |||
| Open | High | Low | Value | Volume |
| $8.39 | $8.56 | $8.22 | $1.910M | 230.1K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1218 | $8.21 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $8.59 | 3333 | 1 |
View Market Depth
| Last trade - 16.10pm 13/08/2025 (20 minute delay) ? |
| PWH (ASX) Chart |