You could say that about any stock then. Why risk it for on SWM...

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Virgil73

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13/01/25

19:45

Post #: 77387093
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Originally posted by highpriced: ↑

@honeysoy its important to understand that the results in February 2025 are for the difficult half year period we have already been through and therefore we know that the results will not show growth as has already been communicated to the market (SWM in their AGM update confirmed that their Total TV ad market revenue was down approximately 6.5%).

It is also important to understand that the period in which these catalysts outlined here (https://hotcopper.com.au/threads/15-cent-swm-share-price-3-times-current-earnings-momentum-is-beginning.8385495/ ) will unfold is during the half year period ending on 30th June 2025. During this period the ad market will start to inflect higher. This positive momentum will show up in tangible results in the August 2025 end of year report because these backward looking results will show the period in which the ad market inflection has already occurred.

The purpose of buying SWM now is to purchase SWM shares at extremely cheap prices BEFORE the market has factored in improving economic conditions which is something that will happen prior to the August 2025 results. As stated by Warren Buffett ‘You pay a very high price in the stock market for a cheery consensus.’Intelligent professional investors like Spheria Asset Management and Collins Street Asset Management know this and they have already purchased SWM shares now while the market consensus towards SWM is gloomy.

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You could say that about any stock then. Why risk it for on SWM with majority shareholder calling all the shots?

SWM Price at posting: 15.0¢ Sentiment: None Disclosure: Held
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(20min delay)
Last 14.5¢		Change 0.000(0.00%)		Mkt cap ! $223.1M

Open	High	Low	Value	Volume
14.0¢	14.5¢	14.0¢	$144.5K	998.1K

Buyers (Bids)

No.	Vol.	Price($)
6	156285	14.5¢

Sellers (Offers)

Price($)	Vol.	No.
15.0¢	568011	18

View Market Depth

No.	Vol.	Price($)
6	156285	0.145
16	1280167	0.140
17	442514	0.135
12	354803	0.130
6	207900	0.125

Price($)	Vol.	No.
0.150	568011	18
0.155	697761	17
0.160	336037	8
0.165	632629	7
0.170	211677	12

Last trade - 11.05am 26/06/2025 (20 minute delay)

SWM (ASX) Chart

You could say that about any stock then. Why risk it for on SWM...

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You could say that about any stock then. Why risk it for on SWM...

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