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1.11%

45.5¢ ntaw holdings limited

Ann: Appendix 4D and Half-Year Financial Report, page-25

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SteveSage

2,847 Posts.

1058

15/03/24

19:01

Post #: 72912854
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Originally posted by SteveSage: ↑

We were at these levels ~mid 2020 when the business with ~25% of current sales was still managing to generate NPAT of ~$4-5 per annum even when FX rates had moved materially against them.

Covid was an artificially inflated period for them, but they seem to have come out of it a little bloated and less profitable (plus macro factors like FX rates and competitive pressures have not helped). I does appear that they are trying to address the issue (less discounting, closing loss making stores, this dunlop deal), but it also appears that there is a significant shareholder/s who have had their shares up for sale around the 48-51c mark with little demand to break through that volume of shares for sale.

I don't think there is any catalyst for a change anytime soon so we might be in this holding pattern for some time......although if they come out and indicate the Dunlop deal has started (1 April) and give a 1Q update, that would be helpful reminder to the market of what the business is doing

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not sure what happened around close, but it appears that all the sell volume disappeared between 50-59c and someone managed to match a trade at 54c.......which resulted in quite a jump from the 49.5c it was trading at just before 4pm

strange

NTD Price at posting: 54.0¢ Sentiment: Hold Disclosure: Held
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0 Great analysis

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(20min delay)
Last 45.5¢		Change 0.005(1.11%)		Mkt cap ! $61.03M

Open	High	Low	Value	Volume
45.0¢	46.0¢	45.0¢	$72.22K	159.6K

Buyers (Bids)

No.	Vol.	Price($)
1	8032	45.5¢

Sellers (Offers)

Price($)	Vol.	No.
46.5¢	2150	1

View Market Depth

No.	Vol.	Price($)
1	8032	0.455
3	31555	0.450
6	119064	0.440
1	2301	0.435
2	50185	0.430

Price($)	Vol.	No.
0.465	2150	1
0.470	6761	1
0.475	10000	1
0.480	3795	1
0.490	32000	1

Last trade - 16.10pm 29/05/2024 (20 minute delay)


Last 46.0¢			Change 0.005 ( 3.37 %)
Open	High		Low	Volume
45.0¢	46.0¢		45.0¢	61784
Last updated 14.05pm 29/05/2024 ?

NTD (ASX) Chart