I like everything you have said but you’re not taking into...

First 99 Last

Share
Profile

Follow
Brodieman123

1,289 Posts.

291

26/02/23

06:44

Post #: 66467571
Share

Originally posted by robert23: ↑

Had a quick look at results to 30/12. Noticed earnings per share (EPS) was about 10 cents so full year result probably around 20 cents.

So if 10% net profit growth, EPS for year ending 30 June 2024 will be about 22 cents.

If I pay $7.00 for a share on 1 July 2023 my expected return for 2023 - 2024 will be 22 cents divided by $7.00 which is 3.1%.

That's a poor short term return so I think the share price will struggle to get over $7.00 until there is a material improvement in EPS.

Think that's why the share price got smashed this week.

They absolutely have to get MVM up to 100% operating capacity to absorb fixed costs into saleable product.

I think the only upside for a2m is that they have good growth opportunities so the medium to longer time horizon looks good.

Think the stock will range trade up to $7 over the next 12 months..

Suggest you all model your own forecasts using above methodology and see what share price you get.

I.e. the share price is simply a ratio of your estimated EPS, and the return you want. i.e. if you want more than a 3.1% return your share price valuation will be lower than $7.

I still hold a2m, I am disappointed, but I am not selling.

GLTASH, We push on.

Expand

I like everything you have said but you’re not taking into account new product launches, new market announcements, growth, increased saturation in m+b stores, take over offers and opportunities, share buy back, certifications and approvals and more

Last edited by Brodieman123: 26/02/23

A2M Price at posting: $6.40 Sentiment: Buy Disclosure: Held
6 Upvote

1 Great analysis

Reply

Top Stories

Virgin joins Greatland, VBX Ltd as IPO market heats up ahead of FY26

ASX Market Close: Virgin soars on IPO | June 24, 2025

MTS

'Outperforming' Metcash books profits lift – even as illegal tobacco rocks sales

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

SPN

Sparc opens small-scale green H2 plant in SA, but liquidity dried up

First 99 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last $7.83		Change -0.120(1.51%)		Mkt cap ! $5.669B

Open	High	Low	Value	Volume
$7.97	$8.02	$7.77	$13.40M	1.707M

Buyers (Bids)

No.	Vol.	Price($)
1	7033	$7.82

Sellers (Offers)

Price($)	Vol.	No.
$7.83	8457	3

View Market Depth

No.	Vol.	Price($)
1	7033	7.820
2	3640	7.800
3	11149	7.790
1	3500	7.780
2	19112	7.770

Price($)	Vol.	No.
7.830	8457	3
7.840	5703	1
7.850	10165	3
7.860	4000	1
7.900	4213	1

Last trade - 16.10pm 24/06/2025 (20 minute delay)

A2M (ASX) Chart

I like everything you have said but you’re not taking into...

Virgin joins Greatland, VBX Ltd as IPO market heats up ahead of FY26

ASX Market Close: Virgin soars on IPO | June 24, 2025

'Outperforming' Metcash books profits lift – even as illegal tobacco rocks sales

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

Sparc opens small-scale green H2 plant in SA, but liquidity dried up

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

I like everything you have said but you’re not taking into...

Top Stories

Virgin joins Greatland, VBX Ltd as IPO market heats up ahead of FY26

ASX Market Close: Virgin soars on IPO | June 24, 2025

'Outperforming' Metcash books profits lift – even as illegal tobacco rocks sales

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

Sparc opens small-scale green H2 plant in SA, but liquidity dried up

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News