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Ann: Trading Update June 2022, page-5

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madamswer

16,426 Posts.

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21/06/22

10:04

Post #: 62106865
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Originally posted by eternalgrowth ↑

Given the HY NPAT was down 42%, and that the logistical problems that caused that have largely persisted, this is actually an upside surprise to me.

By implication, if they hit the mid-point of their guidance ($7.25m NPAT), it would imply a $4.56m H2 NPAT, which is above the $4.36m NPAT in last years H2.

There are a lot of P&L movements that could influence that, so the result will need to be dissected upon release, but I would have thought given the incredibly challenging operating environment currently prevailing that most SDI observers would have to be surprised to the upside by this result.

Given the revenue growth moderated from 26% in H1 to about 8.5% in H2, it looks like management have pushed on pricing pretty hard in H2 to achieve this level of margin recovery and the fact that they still think they've grown market share is pretty remarkable - Eternalgrowth

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By implication, if they hit the mid-point of their guidance ($7.25m NPAT), it would imply a $4.56m H2 NPAT, which is above the $4.36m NPAT in last years H2.

I didn't want to complicate matters by referencing the delat's of the respective half-years, but exactly.

Here is the graphical representation:

.

SDI Price at posting: 80.0¢ Sentiment: None Disclosure: Held
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(20min delay)
Last 79.5¢		Change -0.005(0.63%)		Mkt cap ! $95.09M

Open	High	Low	Value	Volume
79.5¢	79.5¢	79.5¢	$10.81K	13.60K

Buyers (Bids)

No.	Vol.	Price($)
1	413	79.5¢

Sellers (Offers)

Price($)	Vol.	No.
80.0¢	29107	1

View Market Depth

No.	Vol.	Price($)
1	413	0.795
1	2531	0.790
2	30059	0.785
1	10000	0.780
1	792	0.775

Price($)	Vol.	No.
0.800	29107	1
0.810	2000	1
0.830	1700	1
0.840	1000	1
0.860	1000	1

Last trade - 12.46pm 07/06/2024 (20 minute delay)


Last 78.5¢			Change -0.005 ( 0.04 %)
Open	High		Low	Volume
78.5¢	78.5¢		78.5¢	4000
Last updated 11.06am 07/06/2024 ?

SDI (ASX) Chart