SDF steadfast group limited

Ann: SDF FY23 Investor Presentation, page-4

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    The CFO said that with the first eight years of acquisitions (i.e. pre-COVID) they're doing 100 per cent better than when SDF purchased. The SDF Network is the solid foundation on which everything else has been built. The co-ownership model works well.

    Potential opportunities have risen to $750 million of which $300m has already been expended. An equity raising is not on the current agenda.

    The 'low range' ($277 million for NPATA) is what SDF can 'guarantee'. An interesting take.
 
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