At 15 cents It’s currently trading at less than 3x current earnings!
At 15 cents It’s currently trading at less than 1.5x mid cycle earnings ($155m NPAT)!
Both current and mid cycle earnings don’t even include the massive new tax breaks! Seriously this is the most perfect upside trade I have ever seen on the ASX . This has made me buy the heck out of SWM and quite frankly I won’t be stopping until this gets to fair value. By September 2025 this will have delivered multi-bagger returns and I plan on having maximum exposure to this huge upswing.
Some of the share price catalysts for SWM.
1. VOZ rollout from 29th December 2024 and VOZ streaming from 25th November 2024. (more revenue and profit for SWM) 2. Producer Offset tax rebate from 1st July 2024 for Home and Away (more revenue and profit for SWM) 3. Project Phoenix rollout on 2nd March 2025 (more revenue and profit for SWM) 4. Well known activists and deep value investors have recently increased their combined holdings to 16% approx. of SWM. (Spheria Asset Management and Collins Street Asset Management). 5. RBAInterest Rate cuts expected in 1H 2025 (more revenue and profit for SWM) 6. Media Bargaining Incentive Payments from 1st January 2025 (More revenue and profit for SWM) 7. Commercial Broadcaster Tax Waived from 1 July 2025.(More revenue and profit for SWM) 8. AFL digital sports rights on 7Plus starting March 2025 (More revenue and profit for SWM) 9. Prominence regulations commenced 17 December 2025 (More revenue and profit for SWM) 10. $108m cost out as of 1 July 2024 (More revenue and profit for SWM) 11. News Media Relief Program as of 29 November 2024 and News Media Assistance Program from 1st July 2025 (More revenue and profit for SWM) 12. 7plus digital consumption growing at 39% per annum as of 1 July 2024(More revenue and profit for SWM) 13. No more onerous contracts for Cricket Rights as of 1st July 2024 (More revenue and profit for SWM)
This right now at 15 cents is the easiest multi-bagger I have ever bought.
SWM Price at posting:
14.5¢ Sentiment: Buy Disclosure: Held
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