I must say I was very surprised to hear the MD make comment on the value of LYL shares relative to other players in the sector : MND, SRG and GNG. As we know management are quite modest, conservative and more focused on building the business rather than talking themselves up.
So I looked at the comparative numbers that count for FY23, as of today.
EV/EBIT MND 16.2x SRG 6.8x GNG 7.3x LYL 4.1x
5 Year Average NPAT Margin MND 2.9% SRG 2.4% GNG 3.3% LYL 10.4%
I contend that LYL are the best managers in the sector and the net margin over a number of years backs this up.
Compelling value.
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Ann: FY2023 Shareholder Report, page-7
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Last
$11.10 |
Change
0.020(0.18%) |
Mkt cap ! $441.1M |
Open | High | Low | Value | Volume |
$11.20 | $11.25 | $11.05 | $375.5K | 33.73K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 1800 | $11.08 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$11.17 | 208 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 1800 | 11.080 |
1 | 128 | 11.070 |
1 | 208 | 11.060 |
1 | 925 | 11.050 |
2 | 2017 | 11.040 |
Price($) | Vol. | No. |
---|---|---|
11.170 | 208 | 1 |
11.190 | 208 | 1 |
11.200 | 208 | 2 |
11.210 | 208 | 1 |
11.250 | 278 | 1 |
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