I wasn't far off EPS of US$(20.10 cents) was close to my lower estimate = A$(28.53 cents) with (US$ @ $1.41956) on Dec 31st Valuation with (PE of 15) = ($4.28) Valuation with (PE of 20) = ($5.71)
Charlie Aitkin analysis had consensus estimate of A$(24.0 cents) Which was (18.875%) below actual result Should see some upgrades to valuations & $1 Billion revenue forecast for FY2021 With 25% EBITDA margin With such high growth forecast PE's Should be around the 20 mark at a minimum
SDA Price at posting:
$3.48 Sentiment: Buy Disclosure: Held
