$2.3bn company with a 74 page slide deck and 1 page on outlook...

  1. 3,276 Posts.
    lightbulb Created with Sketch. 1232
    $2.3bn company with a 74 page slide deck and 1 page on outlook which says positive market momentum and ongoing positive revenue growth (albeit with some margin compression).

    I mean surely with 1,110 locations, and 5 mths into the year, they can quantify where things are at and give some decent guidance (even if only for 1H23).

    Really a foundational company that the market is struggling to understand how to value (certainly an EV discount, a mgmt discount, a change discount), and hard to see how they have provided any concrete details to help answer those questions (although there are glimpses)
 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)
Last
$5.11
Change
0.100(2.00%)
Mkt cap ! $1.734B
Open High Low Value Volume
$5.03 $5.14 $4.96 $3.250M 637.5K

Buyers (Bids)

No. Vol. Price($)
2 3168 $5.08
 

Sellers (Offers)

Price($) Vol. No.
$5.14 11168 3
View Market Depth
Last trade - 16.10pm 23/07/2025 (20 minute delay) ?
BAP (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.