EBIDTA for FY 18 forecast 60 to 74% higher.
Does not sound like revenue growth will be down 2nd half.
Analysts forecasts for earnings growth was/is high for the next year or 2. The PEG ratio was less than 1 according to Westpac Broking which according to the PEG strategy ( if you think its a filter if not ignore it) shows value for a growth stock.
PEG ratio is PE divided by growth forecast.
So if growth is not forecast downwards PEG will even be lower at these prices.
We will not know for a while whether revenue gorecasts will be downgraded. Maybe the 17% increase in Sukin sakes spooked a lot of holders??. Maybe that is a sign revenue will be down over next year or two. No indication of this from the presentation.
Short term there will be pressure on profitability via acqs. BWX indicated the major US products will be manufactured here. This will boost margins.
Good that both US businesses will be housed under one roof and staffing reduced. Makes getting a good culture a little easier.
- Forums
- ASX - By Stock
- BWX
- Ann: Half Year Results Announcement
Ann: Half Year Results Announcement, page-48
-
- There are more pages in this discussion • 20 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add BWX (ASX) to my watchlist
Currently unlisted public company.
The Watchlist
TON
TRITON MINERALS LTD
Adrian Costello, Executive Director
Adrian Costello
Executive Director
Previous Video
Next Video
SPONSORED BY The Market Online