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Why? Can you explain this (large deployments of capital) more...

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16/08/17

12:03

Post #: 26529927
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Originally posted by MarsC ↑

I'm about to update my financials, but before I do I thought I would make a quick (perhaps premature) comment about your observation regarding the trend of returns versus the capital base (ROE, ROIC etc). This shouldn't be all that surprising, I don't think, given that in the last several years domestic aftermarket revenues (still the lion's share of revenues) have been growing at circa 6%, or less, whilst export revenues have been growing at +10% rates.

I acknowledge also that @jg123456 has commented on these growth trends.

The latest export growth looks very impressive, but there can be no doubt this is requiring large deployments of capital. On top of that, the diminishing growth rates in the domestic market (and particularly noting the substantial contraction in the latest half year period, versus the prior rolling period) mean there can be little doubt that domestic returns-on-capital have faded somewhat, of late.

These two effects, make for a powerful combination, I suspect.

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The latest export growth looks very impressive, but there can be no doubt this is requiring large deployments of capital.

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Why? Can you explain this (large deployments of capital) more please?

ARB Price at posting: $15.86 Sentiment: Hold Disclosure: Held
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(20min delay)
Last $42.81		Change 0.090(0.21%)		Mkt cap ! $3.524B

Open	High	Low	Value	Volume
$42.81	$43.29	$42.32	$7.290M	170.1K

Buyers (Bids)

No.	Vol.	Price($)
1	1317	$42.81

Sellers (Offers)

Price($)	Vol.	No.
$42.86	750	1

View Market Depth

No.	Vol.	Price($)
1	1317	42.810
1	919	42.680
1	595	42.620
2	522	42.610
1	595	42.580

Price($)	Vol.	No.
42.860	750	1
42.870	595	1
42.880	316	1
42.900	522	2
42.910	595	1

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