Exactly, check BUBs 4C ( 300M MC ) ! most companies were...

First 9 Last

Share
Profile

Follow
ASXleo

3,387 Posts.

294

29/04/22

09:38

Post #: 61090649
Share
Originally posted by TwoHands202: ↑

Shows me the following:
growing nicely, sales for the quarter better than expected in current operating environment
cash burn for the quarter to be expected. Majority of manufacturing businesses in Australia through January/February were negatively impacted by covid, staff issues and isolation and sick days
also one-off costs for healthy mummy acquisition in the quarter
March a strong month
Product costs high, they would have to pass on hefty price rises in this economic environment. All clients would expect that. Would hope to see a big reversal between cash receipts and product costs in the next quarter as price rises are collected. Cost of everything going up, this is there chance to boost CF with a big uplift
Macro economic environment equals tough for manufacturing environment the past 12 months - looks like the storm has been weathered. If proper price increases are pushed through to customers, they will come out the better for it
Big positives yet to come with Healthy Mummy - synergies and higher margin B2C customers
Rough calculations - this is trading to a discount to NTA and that is a big positive
Very cheap price at these levels, surely in view as a potential takeover player for a larger trade player

Expand

Exactly, check BUBs 4C ( 300M MC ) ! most companies were hammered this Quarter
HLF Price at posting: 6.3¢ Sentiment: None Disclosure: Held
4 Upvote

1 Great analysis

Reply

Top Stories

LIS

'Opens doors': Li-S Energy the first Oz company to produce lithium metal foils

AAU

Antilles brings Chinese ally on board to keep Neuva Sabana work chugging on

HotCopper Highlights: RIP to Botanix (for now); Droneshield new ATH; Trigg mystery halt

VMM

'Big tick': Viridis positions for global leadership with Colossus pre-feasibility study

AII

Inside the depths of Panasqueira: A legacy carved in rock

ILU

Rare earths stocks surge as Pentagon buys big stake in US REE miner

Listen: HotCopper Wire Podcast 017 – RBA holds the toppings

CWX

Carawine faces Fraser Range JV collapse as IGO moves to scrap partnership

Trump just dropped a 200% tariff bomb. Here's how to cash in

Week 28 Wrap: Tariff chaos back for some reason; CBA holds strong

First 9 Last

Add to My Watchlist

What is My Watchlist?

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.

Exactly, check BUBs 4C ( 300M MC ) ! most companies were...

Top Stories

'Opens doors': Li-S Energy the first Oz company to produce lithium metal foils

Antilles brings Chinese ally on board to keep Neuva Sabana work chugging on

HotCopper Highlights: RIP to Botanix (for now); Droneshield new ATH; Trigg mystery halt

'Big tick': Viridis positions for global leadership with Colossus pre-feasibility study

Inside the depths of Panasqueira: A legacy carved in rock

Rare earths stocks surge as Pentagon buys big stake in US REE miner

Listen: HotCopper Wire Podcast 017 – RBA holds the toppings

Carawine faces Fraser Range JV collapse as IGO moves to scrap partnership

Trump just dropped a 200% tariff bomb. Here's how to cash in

Week 28 Wrap: Tariff chaos back for some reason; CBA holds strong

Featured News