LCV is finally quite close to the market cap... so at least now the company is only priced on roughly one x 7 years current customer returns instead of 4-5 x that. If you add in the growth rate it might even be a buy for some... it definitely wasn't for me before when the market cap was 4x or more the LCV. My other criticism still applies. The "we're still reinvesting in scaling" argument is pretty weak after so many years as a listed company and in overseas markets... gltah in this brutal market.
Ann: 2022 Annual Report and Appendix 4E, page-72
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Last
$146.43 |
Change
-3.770(2.51%) |
Mkt cap ! $22.35B | |||
| Open | High | Low | Value | Volume |
| $147.96 | $148.60 | $145.38 | $66.93M | 457.0K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 364 | $146.43 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $146.58 | 1220 | 2 |
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| Last trade - 16.10pm 02/10/2024 (20 minute delay) ? |
| XRO (ASX) Chart |