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Ann: Results Presentation FY21 and FY22 Outlook Update, page-30

  1. baldynumbers
    3,879 Posts.
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    16/11/21
    13:35
    Post #: 57611472
    I am in MCL, LRK, TSI & GDA

    Got my bases covered... and consumption

    TSI is a long bet on agavae for me

    The bolt of on AHD "SHOULD" see profit next report... it was inorganic growth... but profitability is here now - as long as we can keep the KMP post acquisition - the movement into aging spirits should only lead to further increases in SP valuation as well.
    Last edited by baldynumbers: 16/11/21
    MCL Price at posting: 33.0¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 1  Upvote
    lightbulb Created with Sketch.  Great analysis
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