HUM 2.27% 45.0¢ humm group limited

Ann: hummgroup 3Q22 business update, page-50

  1. 4,926 Posts.
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    it is risky - it always is with these sort of companies and LFS particularly has a risk built in.

    However it is difficult to see how you are evaluating the residual business correctly. (Commercial NOT Consumer). It had a NPAT of 15m in H1 and Q3 volumes were up significantly so $30 million to $40 million is likely for the full year. Hard to see that not being worth at least 50c on a very moderate PE basis..


 
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