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clock Created with Sketch. 26/03/21
15:40
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Originally posted by NunoGomes:
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Regal bought in at $4.4 with PE at 28 and BWX ceo guaranteed 10% growth this year. I’m quite optimistic they will beat that with product rolling out in Woolies and strategic partnership with Chemist Warehouse and Multiplatform roll out in Europe. Debt level is well managed. Margin is already decent. New production facility to come online next year to further boost margins. This company has turbulent past with management infighting but with a new leader from Blackmore who knows how to play this game be it in Aus or China , my sentiment is quite bullish on this and let’s wait for full year and FY 22 outlook.
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thank you, great analysis! Looks like we might have to wait a while to ‘wake the giant’, but there’s definitely potential.
