- potentially highest second half sales ever? - EBITDA looks soft half on half because H1 included $3.2m of government stimulus compared to $0.7m in H2. - GM margin looks v. Soft. Based on sales growth being higher in CC than headline going to assume this is driven by currency. Tbh I haven’t followed the AUD very closely in recent times and cannot remember what it was back in H2 FY2019 when they achieved gm of 64%.
Feels like it’s difficult to get a handle on momentum given continued impacts of lockdown in the UK and AUS in H2 but to what extent was that offset by catch up demand from CY2020?
SDI Price at posting:
$1.00 Sentiment: None Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)