TWE reliance on China from 10+ years ago is the biggest flaw in the business model. Relying too heavily on one market for a start, and secondly relying on a mercurial China.
Sales are not growing as customers aren't buying the deals, they are only buying the required volumes, therefore margins have increased as TWE do not need to give inventory away to make the sale.
Ann: 2023 Interim Results Investor and Analyst Presentation, page-12
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Last
$8.03 |
Change
0.100(1.26%) |
Mkt cap ! $6.515B | |||
| Open | High | Low | Value | Volume |
| $7.96 | $8.07 | $7.95 | $39.28M | 4.897M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 84911 | $8.03 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $8.05 | 24957 | 3 |
View Market Depth
| Last trade - 16.10pm 17/06/2025 (20 minute delay) ? |
| TWE (ASX) Chart |