your half year earnings will become your full year earnings given a loss of almost half your fum. with a relatively fixed cost base, eps and divs should roughly half on an annualised basis, ceteris paribus (no more loss of fum...big IF!).
wayyyy overvalued by all metrics vs peers right now. pdl screaming buy with twice the fum yet $1bn lower mkt cap....bps are .48 vs .61 (per last mfg report) but havent detailed the impact of fum outflow on net earnings mix (so could be lower - esp when clients come to the negotiating table).
tread carefully until the next fum report - buy back is smoke n mirrors to try to preserve some eps/dps heartache down the track...
MFG Price at posting:
$16.17 Sentiment: Sell Disclosure: Not Held
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