Ann: 2025 GYG Half-Year Results Briefing Presentation, page-3

First 3 Last

Share
Profile

Follow
whiteyg

3,164 Posts.

33

21/02/25

10:02

Post #: 77959927
Share

Originally posted by pastperformer: ↑

The guidance may look exciting but there appears to be something very wrong in the u.s.

Sales are declining sequentially, margins reducing and no store growth. I''m not totally across this business but I find it hard to believe the market is willing to pay the current multiple for what looks to be a struggling u.s roll out. Aus business is doing the heavy lifting, but the growth here is limited.

This has dominos written all over it, but you get under 10mil of earnings for 4.5bil.

Am I missing something fundamental about the u.s store roll-out?

Expand

Yeah, I think the quality/authenticity of the food would have to increase drastically to be a success in the US

GYG Price at posting: $44.99 Sentiment: None Disclosure: Not Held
Upvote

0 Great analysis

Reply

Top Stories

Listen: HotCopper Wire Podcast 018 – Potatoes, TACOs, and the $120M helicopter heist

ILU

Iluka hits guidance – but zircon win comes with warning on 'trade uncertainty'

PDN

Paladin sinks over -9% as holders mull lofty Langer Heinrich uranium estimates

ASX Market Open: Extraordinary RBA vote minutes lead Oz futures into rise | July 23

Wednesday's HotCopper trends: Race RC220 doses, West Mits Qala study | July 23

First 3 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 $27.22		Change 0.015(0.06%)		Mkt cap ! $2.800B

Open	High	Low	Value	Volume
$27.19	$27.38	$26.94	$2.749M	101.1K

Buyers (Bids)

No.	Vol.	Price($)
3	26	$27.21

Sellers (Offers)

Price($)	Vol.	No.
$27.22	128	9

View Market Depth

No.	Vol.	Price($)
1	23	27.190
3	68	27.180
6	271	27.170
6	473	27.160
3	164	27.150

Price($)	Vol.	No.
27.210	74	4
27.220	27	1
27.230	122	4
27.240	86	3
27.250	21	1

Last trade - 12.48pm 23/07/2025 (20 minute delay)

GYG (ASX) Chart

Ann: 2025 GYG Half-Year Results Briefing Presentation, page-3

Listen: HotCopper Wire Podcast 018 – Potatoes, TACOs, and the $120M helicopter heist

Iluka hits guidance – but zircon win comes with warning on 'trade uncertainty'

Paladin sinks over -9% as holders mull lofty Langer Heinrich uranium estimates

ASX Market Open: Extraordinary RBA vote minutes lead Oz futures into rise | July 23

Wednesday's HotCopper trends: Race RC220 doses, West Mits Qala study | July 23

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: 2025 GYG Half-Year Results Briefing Presentation, page-3

Top Stories

Listen: HotCopper Wire Podcast 018 – Potatoes, TACOs, and the $120M helicopter heist

Iluka hits guidance – but zircon win comes with warning on 'trade uncertainty'

Paladin sinks over -9% as holders mull lofty Langer Heinrich uranium estimates

ASX Market Open: Extraordinary RBA vote minutes lead Oz futures into rise | July 23

Wednesday's HotCopper trends: Race RC220 doses, West Mits Qala study | July 23

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News