JLG 27.1% $4.06 johns lyng group limited

Ann: FY2024 Results Presentation, page-58

  1. 3,672 Posts.
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    Having re read the results still think today is a major overreaction and some hero funds just dumping due to short sighted thinking… would expect that JLG could move the dial on pricing a bit and the results will get even better.. catastrophic events have normalised but that can change over the seasons. They also got out of commercial construction which is good as cost to build is high, build risk is high, margins low… see a recovery over the next month, management need to be out there with the PR too..
 
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