So with borders not reopening to chinese largely until next year and the inventory/demand problems, seems like most of FY22 will be pretty lean as well. Interesting some brokers are saying 40 or 50c in FY23, yet that implies complete recovery and exceeding FY20, circa 2b in revenue asuming mid 20s EBITDA margins. That is certainly a V shaped recovery....
If they make 50c EPS in FY23 and can credibly grow 10%pa from there for a decade its cheap. 10% pa for a decade from the ~24c underlying NPAT FY21, not so cheap.
A2M Strategic Valuation, page-54
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