So if I extrapolate - exactly as they told us not to do, the bottom end we get an underlying 12 eps pre tax, or notional after 28% tax of 8.6 in cNZ.
You probably wouldn't extrapolate the top end as usually the DEC half is stronger with about 58.4% of FY PBT in FY 18 and 19 before you know what.
If you take the midpoint of 237.5 and the skew I mentioned at 58.4%, you get 406m. In AUD about 7.6 cps after deducting 28% tax (that I doubt they will pay after recently accumulated losses).
Consensus on marketscreener is for FY23 PBT of 82.4m - not sure how out of date some of that is.
FNarena with only Macquarie providing numbers from 26/8/22, forecast 1.9c nz for FY23, and 9.3c NZ for FY 24.
So seems well priced, and to be turning around faster than expected if there is nothing I don't know about.
AIZ Price at posting:
64.5¢ Sentiment: Buy Disclosure: Held
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