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clock Created with Sketch. 24/12/23
20:26
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Originally posted by timbowls
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Alright so I've been playing around with my (very amateurish) financial model in line with the advice and feedback of some other posters on here. 5% across the board rather than 10% which was probably a bit extreme.15% on FY23 rather than 10% although I still think we might get a slight surprise on the upside here. 30% and factoring in the drop in sales this would lead to a wage bill of 35 million as compared to the $42 million we'd get if we simply added 10% to the wage bill from last year so this is a big variance. EBITDA of 25 million (DSK really is a good cash generator when you break it down)Then an EBIT of 6 million 9.8c per share EPS (a not very cheap PE ratio of 11 based on the current share price) and supports a 6c dividend based on a 65% payout ratio.
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For what it’s worth, these are the FY24 and FY25 estimates from KoyFin, which I understand to be some form of analyst consensus. EBIT estimates align at $6m, however they only estimate a sub-7 % reduction in sales from FY23. They also see a full rebound in FY25. Unfortunately, KoyFin doesn’t show the source of this information.
(20min delay)