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.
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Change
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Mkt cap ! $1.524B |
Open | High | Low | Value | Volume |
$3.39 | $3.41 | $3.35 | $3.522M | 1.047M |
Buyers (Bids)
No. | Vol. | Price($) |
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5 | 64140 | $3.34 |
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Price($) | Vol. | No. |
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$3.36 | 1488 | 1 |
View Market Depth
No. | Vol. | Price($) |
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3 | 53000 | 3.340 |
2 | 9006 | 3.330 |
2 | 3082 | 3.320 |
1 | 1582 | 3.310 |
3 | 3747 | 3.300 |
Price($) | Vol. | No. |
---|---|---|
3.380 | 1582 | 1 |
3.390 | 1582 | 1 |
3.400 | 19782 | 2 |
3.410 | 1582 | 1 |
3.420 | 1582 | 1 |
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