Some thoughts …
Good
- margin up (year and half)
- buyback continuing to slowly increase EPS
- balance sheet very strong
- resilience of earnings and revenue, albeit with help of timely acquisitions.
Not so good
- 2H revenue and EBITDA both fell ~7% vs 1H revenue (excluding Jobkeeper and on continuuing business basis). … yet surely 1H was more impacted by lockdowns?
Opportunity
- Import containerised freight cost and difficulties should stem offshore printing and likely bring printing back onshore. Despite structural move from print to digital, the net may actually grow the domestic print industry.
- open ending up of travel and retail should drive demand in CY22 … just have to get thru CY21 first.
Some thoughts …Good - margin up (year and half) - buyback...
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Last
$1.89 |
Change
0.010(0.53%) |
Mkt cap ! $291.0M | |||
| Open | High | Low | Value | Volume |
| $1.92 | $1.92 | $1.89 | $73.67K | 38.55K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 9999 | $1.89 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.91 | 5916 | 1 |
View Market Depth
| Last trade - 16.10pm 13/06/2024 (20 minute delay) ? |
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Last
$1.91 |
Change
0.010 ( 0.80 %) |
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| Open | High | Low | Volume | ||
| $1.91 | $1.92 | $1.91 | 2553 | ||
| Last updated 15.07pm 13/06/2024 ? | |||||
| IGL (ASX) Chart |