BBG billabong international limited
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I'm with Seb on this one. There were some good things in the AGM...

  1. paoloh
    369 Posts.
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    22/11/16
    16:26
    Post #: 20798216
    I'm with Seb on this one. There were some good things in the AGM address, but the traditional EBITBA skew of 65% 1H vs 35% 2H is very troubling. The 1H17 EBITDA sounds like it will be ~$25m. Requires a massive turnaround in the 2H (ie ~$35-40m) to achieve FY17 EBITDA of $60-65m. History suggests the 2H faith stories rarely deliver ...
    BBG Price at posting: $1.19 Sentiment: Sell Disclosure: Not Held
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    lightbulb Created with Sketch.  Great analysis
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