SNL 0.10% $30.23 supply network limited

Ann: Full year guidance update June 2023, page-3

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  1. 1,409 Posts.
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    Agree, worst thing about this company is the liqudiity.

    The guide at AGM was beaten in the 1H with 12.7 vs 12.2 midpoint.... with the comment that 2H would see some margin erosion due to higher costs with the new facilities coming online.

    Todays guidance looks like they've mitigated that extremely well with ~13.8m NPAT expected. Phenomenal management team....
 
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