Good review by Shane Fitzgerald from Monash INvestors on EML
Would like for shane to talk more on what he thinks about the jump in overhead cost - which was a major concern from the report without the transcript from Tom teleconference.
i hope hc members understand the jump in overhead cost and that the cbi issues may be able to be finalise sooner - way before december.
eml to benefit up to $10m in gift cards when malls open fully
1% increase rate is like 20% ebita
he forgotten to mention about the natural growth when pfs is fully intergrated with eml and their margins is 80%.
This actually equates to around 30% increase in profit for eml - spread over 1-3years.
i.e. when an irish bank card expiry and they get a new one - that will be on the new margin of 80%.
but in the short term - holders may see the sp drop even more cos of the russia vs ukraine war
which brings a cloud of doubt and negative sentiment over all of europe and eml sp
I dont know how to value a stock and put a price tag on a stock
But I do understand the bigger picture that eml sp has more positives to push it up than negatives to push the sp down.
Therefore i hold and would like to buy more if it drops to $2.50 (as someone hinted).
Also, when tom talked / hinted about future major contracts - it usually means he has it in the bag already and await for final paper works.
that is one thing i like about Tom character... he will only say it, if he knows he has it in his hand.
Lets see how the market treat eml today.
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Last
82.0¢ |
Change
0.020(2.50%) |
Mkt cap ! $307.6M |
Open | High | Low | Value | Volume |
80.5¢ | 82.3¢ | 80.0¢ | $4.518M | 5.524M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 4682 | 81.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
82.0¢ | 38868 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 4682 | 0.815 |
1 | 11106 | 0.810 |
3 | 34832 | 0.805 |
11 | 165824 | 0.800 |
5 | 45687 | 0.795 |
Price($) | Vol. | No. |
---|---|---|
0.820 | 38868 | 2 |
0.825 | 78020 | 3 |
0.830 | 8401 | 2 |
0.840 | 18191 | 2 |
0.850 | 69694 | 5 |
Last trade - 16.10pm 16/08/2024 (20 minute delay) ? |
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