Margin accretion - against the backdrop of what a lot of anecdotal evidence is pointing to a tough operating environment - is quite credible.
Suggests that the contract pricing part of their business - clearly one of the most mission critical bits - is something they are getting right.
I went from thinking in recent weeks about selling my shares in SRG, to ending up buying more shares this morning.
It happens like that sometimes.
Two years ago, I used to think, "quality-wise, a 4 out of 10 business".
Developments since then have caused me to upgrade to a score of 5 out 10 quality business.
Which is being valued like a 3 out of 10 business.
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Last
$1.03 |
Change
-0.005(0.48%) |
Mkt cap ! $614.5M | |||
| Open | High | Low | Value | Volume |
| $1.04 | $1.05 | $1.03 | $844.6K | 816.4K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 30953 | $1.03 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.04 | 65876 | 2 |
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| Last trade - 16.10pm 06/09/2024 (20 minute delay) ? |
| SRG (ASX) Chart |