I had forgotten that I based the arithmetic that I used on the recent half-year, but I wrote, "In summary, I moot that NWH should have a FY25 NPAT of about $64 million. It should have been $64M x 2 = $128M. That is very close to LJSM's guesstimate of NPAT $127 (based on 62.2% of EBITA). That is because I had 10% intuitive NPAT improvement in mind, and all I did was to show that it could be improved by a very small increase in pricing, instead of increasing the quantum of work undertaken.
I would not be surprised if NWH increased its quantum of work, and uplifted margins to do much better than $128M in FY25.
My "hold" sentiment reflects that I am no longer accumulating NWH, and that is because a large percentage of my net worth is invested in NWH.
I had forgotten that I based the arithmetic that I used on the...
-
- There are more pages in this discussion • 2 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add NWH (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$3.35 |
Change
-0.090(2.62%) |
Mkt cap ! $1.524B | |||
| Open | High | Low | Value | Volume |
| $3.39 | $3.41 | $3.35 | $3.522M | 1.047M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 64140 | $3.34 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.36 | 1488 | 1 |
View Market Depth
| Last trade - 16.10pm 06/09/2024 (20 minute delay) ? |
| NWH (ASX) Chart |