@madamswer I note your comments above. I am thinking that we may see some surprise in earnings into FY24 from the buy out of associated businesses. The Capraise last August of $400m was to also fund these buyouts. 100% consolidation of earnings from these associates in 2024 could be a 'step up' in future earnings on top of 'clipping the ticket' on the higher premiums flowing through to every business. Also the AUD is starting look a bit soft at the moment. If this continues, then reinsurance and Treaties etc will require a higher cost to Australian insurance buyers in AUD. Steadfast said last August:
SDF Price at posting:
$5.95 Sentiment: None Disclosure: Held
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