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43.5¢ ntaw holdings limited

Ann: FY21 Investor Presentation, page-26

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zhanginu

1,780 Posts.

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25/10/21

11:12

Post #: 57042941
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Originally posted by SteveSage: ↑

Its a pity that we don't have a breakdown by the sectors to see where the bulk of the revenues sit.

As you rightly point out:
- the agricultural sector is doing very well and you would imagine not hugely impacted by the lockdowns so upside for NTD from here
- online retail is doing exceptionally well so you would assume that delivery vehicle kms done must be up on any previous period and again NTD will benefit

The consumer/retail side likely to suffer although I would imagine that pent up demand from 4WD enthusiast will be high with more people likely to be holidaying within Australia over the next 6-12mths than is the norm.

From their new structure, looks like ETD/T4U & Statewide are more retail focused, but the other sectors are more commercial/farming/caravan/truck tailers.......perhaps we will see this breakdown going forward given their restructure, but the first we will see this (if at all) will be Feb22. Lets hope they give some guidance in the next 6 weeks.

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Mining, construction and infrastructure activity = lots of tyre usage too. Benefits 4WDs too.

Return of inbound tourism.

Electric Vehicle = heavier and more wear on tyres.

Therefore, NTD = EV play. Ready to trade on 100x P/E!

NTD Price at posting: $1.14 Sentiment: Buy Disclosure: Held
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(20min delay)
Last 43.5¢		Change -0.015(3.33%)		Mkt cap ! $58.34M

Open	High	Low	Value	Volume
43.5¢	43.5¢	43.5¢	$1.912K	4.395K

Buyers (Bids)

No.	Vol.	Price($)
2	11599	43.5¢

Sellers (Offers)

Price($)	Vol.	No.
44.5¢	20449	2

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No.	Vol.	Price($)
2	11599	0.435
1	26481	0.430
2	10440	0.410
2	1425	0.400
1	2965	0.390

Price($)	Vol.	No.
0.445	20449	2
0.450	72621	2
0.455	1061	1
0.460	16000	1
0.470	21537	1

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