MAD 2.38% $5.16 mader group limited

This strategic investor obviously sees the same things I have...

  1. 1,088 Posts.
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    This strategic investor obviously sees the same things I have seen for years now, since I invested at around 90cents:

    • With guidance reaffirmed, EPS growth will have exceeded 30% pa for the last three financial years (including this year)
    • The North American business model has been proven, and has a very long runway of growth to come
    • Mader is extremely profitable with ROIC of around 30%. This is indicative of being well of ahead of its competition in its service offering and the value of that service to customers.
    • Mader remains founder led, with Luke Mader still owning > 50% of shares.
    • Mader has a very strong balance sheet and is guiding to net cash in the medium term
    • Mader has the ability to reinvest most of its profits, thus ensuring ongoing strong growth

    All the ingredients for a rapid compounder, nirvana for long-term investors.
 
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