This is what it looks like lower in the cycle.
DMP will absorb the rampant food inflation and sit at lower margins for a long time, squeezing out competition. This is called scale advantage, and they understand it well from the US business (page 1 of every strategy deck).
Wait till this thing is priced ex-growth, it will be in incredible opportunity. Might take a few years yet though.
Ann: Business Update and FY25 Outlook, page-37
-
- There are more pages in this discussion • 119 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add DMP (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$32.52 |
Change
0.920(2.91%) |
Mkt cap ! $2.961B | |||
| Open | High | Low | Value | Volume |
| $30.97 | $32.52 | $30.51 | $18.89M | 594.4K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 12 | 292 | $32.50 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $32.52 | 1605 | 9 |
View Market Depth
| Last trade - 14.19pm 06/11/2024 (20 minute delay) ? |
| DMP (ASX) Chart |