@freespins Simply wall st. is absolute AI generated slop. I started reading their summary that you posted and it doesn’t even make logical sense. Think of it as clickbait and not a reason to buy or sell shares. At 37 cents per share SWM would only be trading at a PE of 3.7 times mid cycle earnings of $155m NPAT…just think about that for a second... SWM shares could go up to 37 cents! and it would still be trading at 3.7 times mid cycle earnings (earnings which will be met or exceeded in FY26).
Where on the ASX can you buy a business for 1.5x FY26 earnings with low debt?? Honestly please let me know.
I mean goodness by my own estimates SWM will do $90-100m in free cashflow in the period of 1 July 2025 till 30 December 2025!!!! Its absolute stupidity on steroids for SWM to be priced the way it currently is. Just understand how offside the analysts are and as I have flagged the earnings upgrade momentum has already started so I expect the rebound to be quite rapid and substantial once the 'groupthink' mentality starts to dissipate .
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