NHC 1.01% $4.98 new hope corporation limited

Ann: Half Year Results Presentation, page-38

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  1. 124 Posts.
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    https://hotcopper.com.au/data/attachments/5141/5141331-f4603e7ba3f7e8b2a8722c670b4e34cd.jpg
    I thought this was interesting. More than 75% of colume into Japan and only 3 countries supplied (inc Australia). Compared to last year, which was a lot more diverse.

    they are obviously looking after their best / loyal customers in times of tight supply.

    nhc seems to understand the long term value of good customer relationships.

    also, the chart on shareholder returns was amazing. 22% return for more than 20 years - better than Berkshire Hathaway.

    a quality company with expert capital allocation skills (except the convertible note )
 
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