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.
This is what it looks like lower in the cycle.DMP will absorb...
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Last
$34.79 |
Change
0.270(0.78%) |
Mkt cap ! $3.178B | |||
| Open | High | Low | Value | Volume |
| $34.25 | $34.84 | $34.22 | $2.525M | 73.40K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 8 | 209 | $34.79 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $34.82 | 26 | 2 |
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| Last trade - 11.54am 04/10/2024 (20 minute delay) ? |
| DMP (ASX) Chart |