LNK 0.00% $2.09 link administration holdings limited

Trading at nearly 3 EBIT for a moderate growth company is a...

  1. 232 Posts.
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    Trading at nearly 3 EBIT for a moderate growth company is a bargain however there are still major risks with the concentration of it's top clients. If Aus super stays with Lnk this will be a major boost to its revenue goals in the medium term. Morevover, more its top clients contracts will be ending in the next few years.

    If aus super stays and WEIF is sorted by 1HCY24 then I see this as good catalyst's for a rerate upwards.
 
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