1. There is 90mln 1h revenue from Prime...what shall we do with it ? Vs Last year we will have 7% decline due to Olimpics but we need to add 1h revenue from Prime ( as it has bot been consolidated last year in 1h 2022)
2. We have revenue from Nbcu 50mln..which I offsetting cost..cost quoted by SWM for FY is 1.2 to 1.25bln including Nbcu deal..
3. Extra week of revenue 15mln came from Sep anouncment..
4. Job keeper , last year they got 40 to 50mln approx , but this is booked as reduction to Cost..so since cost been given to us as 1.2bln or max 1.25bln...we have it covered..
so, I still see Revenue over 1.57mln and closer to 1.6bln
On moat I see what market does but I disagree and will write later..
SWM Price at posting:
45.3¢ Sentiment: Buy Disclosure: Held
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