SLC

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$1.76 superloop limited

Highlights from the H1 FY22 results include:Net loss after tax...

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Champee

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01/03/22

14:38

Post #: 59901092
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Originally posted by asparagii: ↑

I have doubled my SLC position in the last week. Not sure why we sold-off so significantly, but I'm grateful for the opportunity to add. If it keeps falling, I may see if I can free up some more cash for another bite?

My reasoning:
I have a long-term perspective, so am prepared to hang on to this for 5+ years;
this HY report only had 5 months of Exetel - so next HY will paint a better picture of what we bought;
I think P.Tyler is pretty switched on - so I trust he will allocate the cash wisely that we're about to be awash with (from HK/S'pore asset sale). Assuming good investments, whether organic or inorganic (or both), this should further accelerate our business in future years;
as SLC mentioned, the full synergies from Exetel haven't hit yet. Execs. said that they think 25% gross margin is achievable in Consumer business (currently 20.6%). So over the next 6-12 months, we should be getting closer to that mark I reckon;
The student WIFI business should return to pre-COVID levels over the next couple years, and currently isn't contributing much. It'll take time, but international borders are now re-opened and the world is adjusting to life after COVID, with most people becoming vaccinated. So this's another revenue stream that will contribute again in the not-too-distant future, as the international students roll back in;
and lastly, I like the idea of buying hard assets and I am in the "inflation is real" camp. I'm no economist, but too much money has been printed around the world in the last couple years: there has to be some response to that. SLC should be able to adjust pricing of their products to offset this.

All in all, I think this is a good little company with a bright future.

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Highlights from the H1 FY22 results include:Net loss after tax of $21.267 million, 12.7% more than the $18,871 million loss in the previous corresponding period of H1 FY21.
The market is not impressed yet, might take another Q, mean time those holding have to accept a devaluation again.

Champee
Last edited by Champee: 01/03/22

SLC Price at posting: 83.0¢ Sentiment: None Disclosure: Held
1 Upvote

0 Great analysis

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Last $1.76		Change 0.050(2.93%)		Mkt cap ! $879.3M

Open	High	Low	Value	Volume
$1.74	$1.78	$1.71	$3.534M	2.034M

Buyers (Bids)

No.	Vol.	Price($)
1	3000	$1.75

Sellers (Offers)

Price($)	Vol.	No.
$1.76	1	1

View Market Depth

No.	Vol.	Price($)
1	3000	1.745
2	42974	1.700
1	341	1.640
1	6111	1.630
1	12500	1.625

Price($)	Vol.	No.
1.780	613	1
1.790	7500	1
1.800	57438	6
1.810	37848	4
1.815	20980	2

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SLC (ASX) Chart

Highlights from the H1 FY22 results include:Net loss after tax...

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Highlights from the H1 FY22 results include:Net loss after tax...

Top Stories

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WA Nifty copper project steps closer to restart with Cyprium Metals inking $40M loan from Glencore

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Consumer Staples Shine Amid Retail Slump – Key Stocks to Watch

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