Ann: DGL Business Update, page-6

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theone234

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06/06/25

13:33

Post #: 79346092
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Originally posted by madamswer: ↑

"I actually thought we would be dropping on that announcement"

Given the way that update has been laid out there is plenty of scope for misinterpretation.(mainly due to the normal June half vs December half seasonality).

While JH25 Underlying EBITDA is indeed 10% up on DH24, against the more relevant comparator, i.e., previously corresponding period, i.e., JH24, JH25 is down even more (~19%) than DH24 was on its pcp (-16%).

It's now a business with an EV of somewhere around $270m, which is supported by around $20m of EBIT, so 13.5x EBIT.

They are going to have to do a lot on the cost-out front in FY2026 for that rather rich valuation multiple to be chewed down to a more appropriate level.

.

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I am happy to have an update.

Reminds me of the saying "is the glass empty or half full". Be interesting to see how share price reacts.

Basically sensible consolidation of resources. Seems like allot of inefficiencies/duplication.

Is good to see lots of action being taken.

I think could have been worded a bit better in regards to previous periods. Feels like a riddle lol

DGL Price at posting: 40.0¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last 39.5¢		Change 0.000(0.00%)		Mkt cap ! $112.6M

Open	High	Low	Value	Volume
39.5¢	39.5¢	39.0¢	$15.91K	40.64K

Buyers (Bids)

No.	Vol.	Price($)
1	98110	39.0¢

Sellers (Offers)

Price($)	Vol.	No.
39.5¢	2170	1

View Market Depth

No.	Vol.	Price($)
1	98110	0.390
2	49402	0.385
3	78016	0.380
3	8575	0.375
1	40000	0.365

Price($)	Vol.	No.
0.395	2170	1
0.400	3800	1
0.405	6270	1
0.410	7183	1
0.415	26846	1

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

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Ann: DGL Business Update, page-6

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Ann: DGL Business Update, page-6

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