It’s not cheap but the upside for VAM is huge. If they can get it right, it can multiply earnings several fold so deserves some sort of value, even if it’s early.
A lot of bought when this was a value play, but it’s a growth play now. Strong earnings growth but potentially so much more.
So much potential with their capital light businesses too. Look at ProEng, that’s probably worth $40m+ by itself imo. Exceptional margins in a high growth area - not just in amounts of units delivered but also from service offering/ new revenue streams.
Ann: FY24 Results Commentary, page-11
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Last
49.0¢ |
Change
-0.010(2.00%) |
Mkt cap ! $253.5M | |||
| Open | High | Low | Value | Volume |
| 50.0¢ | 50.0¢ | 48.5¢ | $444.8K | 898.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 19998 | 49.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 50.0¢ | 10298 | 1 |
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| Last trade - 16.10pm 01/10/2024 (20 minute delay) ? |
| VYS (ASX) Chart |