SNL supply network limited
Add to My Watchlist 0.00% ! $37.05

Sam Koch "Those companies trade on 25 to 30 times earnings. We...

  1. StephenB
    319 Posts.
    lightbulb Created with Sketch. 61
    clock Created with Sketch.
    30/05/24
    16:10
    Post #: 74087280
    Sam Koch "Those companies trade on 25 to 30 times earnings. We believe that a similar multiple can be attained for Supply Networks over time and the catalyst is continued execution and earnings upgrades."

    It appears that they already trade on 29 times earnings. A bit of overegging from WAM?
    I only wish I'd discovered this company a few years ago, but is there still value on that multiple and 60x FCF with forecast earnings growth around 13-14% over the next couple of years?
    Happy to hear contrary views from those more knowledgeable about SNL.

    Last edited by StephenB: 30/05/24
    SNL Price at posting: $22.88 Sentiment: None Disclosure: Not Held
    Likes Created with Sketch. 1  Upvote
    lightbulb Created with Sketch.  Great analysis
    Stroke 3 Created with Sketch. Comments Created with Sketch. Reply

  2. Top Stories

 

Featured News

NEWS Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem
right-arrow Created with Sketch.
NEWS Trident Infill Drilling Results Confirm Resource as Development Gets Underway
right-arrow Created with Sketch.
NEWS High-grade monazite-rich mineral sands discovery confirmed at Minta Est
right-arrow Created with Sketch.
DAL Maiden work program to commence for Blue Lagoon Zirconium, Niobium and Rare Earth Project in Greenland
right-arrow Created with Sketch.
LU7 Lithium Universe Acquires Global Rights to Transformative Solar Panel Recycling Technology
right-arrow Created with Sketch.
NEWS Many are concerned about global falling birthrates. This diverse stock has solutions
right-arrow Created with Sketch.
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.
Add to My Watchlist
(20min delay)
Last
$37.05 		Change
0.000(0.00%) 		Mkt cap ! $1.610B
Open High Low Value Volume
0.0¢ 0.0¢ 0.0¢ $0 0

Buyers (Bids)

No. Vol. Price($)
1 1 $39.28
 

Sellers (Offers)

Price($) Vol. No.
$35.20 29 2
View Market Depth
Last trade - 09.58am 20/06/2025 (20 minute delay) ?
SNL (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.