@gold1650Your post prompted me to return to the outlook section...

@gold1650
Your post prompted me to return to the outlook section of the Board report.
They suggested some outcomes that are aligned pretty much to your observations.
I agree that this year overall (FY2024) may produce a reasonable result in a year when "reasonable" will place you up near the top of the class.
The real test will occur more in FY2025 when back orders don't provide the support they do this year.

This, I feel, is a strong, well-run company and they offer as a point of future strength, the ageing Australian car fleet. That ageing fleet may well prove a catalyst for this company as long as the Government of the day doesn't introduce some rules that disable aged cars to stay on the road in the interests of global warming etc.

The UK as an example have rules that disallow vehicles that are more than about 7 years old to travel in the greater London area. The rules are, of course, much more prescriptive than that but you get the general drift.