I read the presentation. And I feel really worried at the free cash flow part, which is the most appealing element I invest in AZJ. AZJ spend a lot on the bulk part this year, yet this part has the lower margin. If we minus the "growth capex" part from the already terrible free cash flow. We have a minus free cash flow this half year, while some people may say there are some one-off items there. Considering this "higher for longer" financial environment and slowly lagged CPI-adjusted income, I don't see AZJ's operation can come back in next two years. I just dumped all my holding today.
I read the presentation. And I feel really worried at the free...
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Last
$3.65 |
Change
-0.040(1.08%) |
Mkt cap ! $6.718B | |||
| Open | High | Low | Value | Volume |
| $3.71 | $3.73 | $3.64 | $28.62M | 7.799M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1997 | $3.65 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.66 | 166709 | 4 |
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| Last trade - 16.10pm 28/06/2024 (20 minute delay) ? |
| AZJ (ASX) Chart |