IPH iph limited

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$5.20

News: IPH IPH Says Robic Will Join Iph Group For Consideration Of AUD 124M, page-6

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vinky

23 Posts.

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20/12/23

16:39

Post #: 71553327
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Originally posted by Thedarby: ↑

This purchase has taken a lot of cash out of the balance sheet, increased debt and seen the issue of 5.9+m shares. While the directors are suggesting earnings positive by year end (2024) I expect the net result of this transaction will hold back any increase in shareholder payments over the next 12 months.

On the face another good expansion, a large business in the North American market but appears fully priced. This appears a 'soft entry' into North America perhaps with bigger ambitions into the USA in the next few years.

In terms of significant contribution to profit > shareholder return we may be waiting to 2025. Long term investors for growth would see the current share price as attractive. Short-termers and traders are unlikely to fish in this pond until there is more volatility. Also weighing on the share price will be reference to debt (with current interest / borrowing costs) to fund this purchase.

All IMO. DYOR For me an opportunity to add to my holding.

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Considering Shareholders return for 2024.
Would it be fair to say that the forecast for the US/AUS Exhange rate is for a stronger Australian dollar.
I understand a five-cent increase of the $ AUS would be negatively impacting on the IPH revenue and potential shareholders return in 2024.?
In return this could affect the share price.

IPH Price at posting: $6.53 Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

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(20min delay)
Last $5.20		Change 0.040(0.78%)		Mkt cap ! $1.354B

Open	High	Low	Value	Volume
$5.16	$5.26	$5.13	$3.550M	680.2K

Buyers (Bids)

No.	Vol.	Price($)
1	2997	$5.20

Sellers (Offers)

Price($)	Vol.	No.
$5.25	5400	1

View Market Depth

No.	Vol.	Price($)
1	4000	5.140
2	987	5.110
7	18101	5.100
1	1976	5.060
1	7000	5.050

Price($)	Vol.	No.
5.270	1700	1
5.290	2000	2
5.370	525	1
5.380	2584	3
5.390	7000	1

Last trade - 16.10pm 25/07/2025 (20 minute delay)

IPH (ASX) Chart

News: IPH IPH Says Robic Will Join Iph Group For Consideration Of AUD 124M, page-6

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News: IPH IPH Says Robic Will Join Iph Group For Consideration Of AUD 124M, page-6

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