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Ann: CLH Portfolio Enhancement Programme - 2nd Balbec Transaction, page-7

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Dingus21

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24/06/19

20:13

Post #: 39214657
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Originally posted by SteveSage: ↑

Thanks Joda
Appreciate these things take a while to bed in, but was hoping for some upside in FY2019 (I guess from EPS of 6.1c in 1H, delivering on 15.5c for FY is probably not a easy ask).

On a very rough calculation:
- Volt is ~3m profit for FY2020 (EPS ~2.2c)
- RML is ~2.75m EBIT in FY2020 (EPS~1.1)
- ACM is ~5.5m EBIT in FY2020 (EPS ~2.2)

That means an additional ~5c in FY2020 taking it up to ~EPS of 20-21c assuming no growth etc.

Can't help but think that without the Lev issue hanging over this company, the SP should be conservatively north of $1.60.

Expand

I'm quite bullish on Volt long term, however I would be amazed if they were able to extract ~$3m EBIT in FY20.

As impressive as Volt are, they don't have any customers yet and haven't launched. I was surprised they put out such specific guidance on a relationship with a start-up.

Will be interesting how it plays out.

CLH Price at posting: $1.21 Sentiment: Hold Disclosure: Held
2 Upvote

0 Great analysis

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Ann: CLH Portfolio Enhancement Programme - 2nd Balbec Transaction, page-7

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