Ann: 2022 Full Year Results Investor Presentation, page-4

  1. 24 Posts.
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    At first glance it looks like the results for this year are as expected or a little bit above.
    I think the guidance growth rates for FY23 are a bit lighter than I would like thought.
    From my notes from H1 presentation, they talked about growth rates of mid to high 20's over the next few years.
    The outlook for HY23 here mentions 15 to 20%.
    Even if they grow revenues at 20% over the next 4 years, this still makes it shy of $500 by FY26.
    Don't get me wrong, I think it's a great company with a great product and strong growth, just maybe not as strong as they are predicting.
    I will listen in to the presentation.
 
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