Ann: Appendix 4E - Preliminary Final Report, page-30

First 30 Last

Share
Profile

Follow
Spekul8

2,818 Posts.

760

01/09/19

11:59

Post #: 40266103
Share

Originally posted by gozberg: ↑

Dear All,

The reason why this report was issued on friday afternoon was to give people time to digest it to see the potential. Rather then looking at a summary and not understanding where the loss came from.

EBIT excluding the company they off loaded (cabrini) was 28million and 18 million including Cabrini. The loss was a one off 23 million from the sale of a Cabrini their big loss making company.

The 88% in brackets on page 1 of 22 is a mistake as revenue is up. If you do not consider Cabrini that they have just sold then income is up 101% If you look on page 2 of 22

The three important takes aways are:

The 70 million operating expenses jumps out. This is where the potential lies. this cost is a result of 46 companies working independently. When they unify the companies, warehouses and sales software into one and off load all the dead wood middle management then this cost will drastically reduce and directly increase profits.

Additionally the gross profit margins of 40% are incredible

Single sales software system. A procurement officer wants to call one company and place and order for everything. this will even mean they will buy low cost items at a higher cost than he can get else where so they can bundle them all in with the high cost items in one purchase / delivery.

If this plunges on monday because people dont look into the details then this will be a good buying opportunity.

Expand

my guess is green monday

most brokers already had this as a strong buy

the numbers confirm not only has the dead wood been cut out , the co has consolidated and improved with implementing efficiencies across the group , taking out a lot of spend, wouldnt be unreasonable to see re rates to a 12 month price figure mid 5's

Last edited by Spekul8: 01/09/19

PGC Price at posting: 46.5¢ Sentiment: Buy Disclosure: Held
Upvote

0 Great analysis

Reply

Top Stories

MEM

Many are concerned about global falling birthrates. This diverse stock has solutions

VBX Ltd jumps 15% on ASX debut as newest Oz bauxite player

Listen: HotCopper Wire Podcast 013 - They changed the IPO rules (and that's a good thing)

Tuesday's HotCopper trends: Meeka trading halt, MTM's Caldeira collab | June 17, 2025

DYL

Much-shorted Oz Uranium stocks enjoying big week – and big price jumps

First 30 Last

Add to My Watchlist

What is My Watchlist?

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)
Last 39.5¢		Change -0.005(1.25%)		Mkt cap ! $653.8M

Open	High	Low	Value	Volume
39.0¢	40.0¢	39.0¢	$73.04K	182.8K

Buyers (Bids)

No.	Vol.	Price($)
3	1710	39.5¢

Sellers (Offers)

Price($)	Vol.	No.
40.0¢	80758	4

View Market Depth

No.	Vol.	Price($)
3	1710	0.395
1	13000	0.390
4	51308	0.385
2	20722	0.380
2	8953	0.375

Price($)	Vol.	No.
0.400	80758	4
0.405	45722	2
0.410	165000	3
0.415	583512	1
0.420	11237	2

Last trade - 14.37pm 17/06/2025 (20 minute delay)

PGC (ASX) Chart

Ann: Appendix 4E - Preliminary Final Report, page-30

Many are concerned about global falling birthrates. This diverse stock has solutions

VBX Ltd jumps 15% on ASX debut as newest Oz bauxite player

Listen: HotCopper Wire Podcast 013 - They changed the IPO rules (and that's a good thing)

Tuesday's HotCopper trends: Meeka trading halt, MTM's Caldeira collab | June 17, 2025

Much-shorted Oz Uranium stocks enjoying big week – and big price jumps

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Appendix 4E - Preliminary Final Report, page-30

Top Stories

Many are concerned about global falling birthrates. This diverse stock has solutions

VBX Ltd jumps 15% on ASX debut as newest Oz bauxite player

Listen: HotCopper Wire Podcast 013 - They changed the IPO rules (and that's a good thing)

Tuesday's HotCopper trends: Meeka trading halt, MTM's Caldeira collab | June 17, 2025

Much-shorted Oz Uranium stocks enjoying big week – and big price jumps

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News