Good review by Shane Fitzgerald from Monash INvestors on EML
Would like for shane to talk more on what he thinks about the jump in overhead cost - which was a major concern from the report without the transcript from Tom teleconference.
i hope hc members understand the jump in overhead cost and that the cbi issues may be able to be finalise sooner - way before december.
eml to benefit up to $10m in gift cards when malls open fully
1% increase rate is like 20% ebita
he forgotten to mention about the natural growth when pfs is fully intergrated with eml and their margins is 80%.
This actually equates to around 30% increase in profit for eml - spread over 1-3years.
i.e. when an irish bank card expiry and they get a new one - that will be on the new margin of 80%.
but in the short term - holders may see the sp drop even more cos of the russia vs ukraine war
which brings a cloud of doubt and negative sentiment over all of europe and eml sp
I dont know how to value a stock and put a price tag on a stock
But I do understand the bigger picture that eml sp has more positives to push it up than negatives to push the sp down.
Therefore i hold and would like to buy more if it drops to $2.50 (as someone hinted).
Also, when tom talked / hinted about future major contracts - it usually means he has it in the bag already and await for final paper works.
that is one thing i like about Tom character... he will only say it, if he knows he has it in his hand.
Lets see how the market treat eml today.
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Last
70.5¢ |
Change
-0.030(4.08%) |
Mkt cap ! $270.0M |
Open | High | Low | Value | Volume |
73.5¢ | 73.5¢ | 70.5¢ | $644.8K | 894.8K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 17 | 74.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
66.0¢ | 5739 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
16 | 76434 | 0.705 |
10 | 45612 | 0.700 |
9 | 74900 | 0.695 |
13 | 149294 | 0.690 |
6 | 168902 | 0.685 |
Price($) | Vol. | No. |
---|---|---|
0.710 | 78552 | 19 |
0.715 | 38959 | 6 |
0.720 | 61232 | 9 |
0.725 | 86543 | 12 |
0.730 | 34491 | 9 |
Last trade - 15.59pm 18/09/2024 (20 minute delay) ? |
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