SPZ 13.8% 53.5¢ smart parking limited

Ann: H1 FY24 Investor Presentation, page-8

  1. 418 Posts.
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    Good to see you again Rikardo, remember you from the good old Valmec days. Sadly, I have not had as much luck since.

    I did hold a few SPZ because of the ROIC's but sold because some of the options proposed in the impact assessment by the UK government presented a material downside risk to pricing and earnings. Document is an interesting read... It's almost 100 pages.

    https://hotcopper.com.au/data/attachments/5992/5992137-7883a46c6dd00fd3514058ee5488e8c4.jpg
    https://hotcopper.com.au/data/attachments/5992/5992138-24fddd2d58a8b261033398a9ef09b294.jpg
 
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