did you see the last growth numbers for the US........growth has dropped off substancailly..........looking very much like a repeat of the UK demise with the company walking away from that market, after a valid attempt, even though they had no competition in like for like product at the time.
Always hard to value a "use to be growth company" now facing a lot of competition.
The SP is being rerated.........I suspect a PE for a soft commodity company with material slowing growth and growing competition has a fair value of a PE between 15 & 18 = SP 5.00 to 6.50 .
I believe this is were the SP is headed unless management can show growth is picking up and margins are holding.
Many on here ignoring the margin pressure that is currently underway due to developing competition
A2M, page-51
-
- There are more pages in this discussion • 6 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add A2M (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$5.56 |
Change
0.030(0.54%) |
Mkt cap ! $4.025B | |||
| Open | High | Low | Value | Volume |
| $5.50 | $5.61 | $5.49 | $7.155M | 1.289M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 6277 | $5.54 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $5.57 | 11611 | 5 |
View Market Depth
| Last trade - 16.10pm 06/09/2024 (20 minute delay) ? |
| A2M (ASX) Chart |