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83.0¢ sdi limited

Ann: Trading Update June 2022, page-5

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madamswer

16,405 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 83.0¢		Change -0.020(2.35%)		Mkt cap ! $98.65M

Open	High	Low	Value	Volume
84.0¢	84.0¢	83.0¢	$9.967K	11.92K

Buyers (Bids)

No.	Vol.	Price($)
3	20906	83.0¢

Sellers (Offers)

Price($)	Vol.	No.
84.0¢	13498	1

View Market Depth

No.	Vol.	Price($)
3	20906	0.830
1	4548	0.815
1	800	0.810
1	1282	0.780
1	1317	0.760

Price($)	Vol.	No.
0.840	13498	1
0.860	4960	2
0.865	17442	1
0.875	1437	1
0.890	8000	1

Last trade - 15.55pm 17/05/2024 (20 minute delay)


Last 84.0¢			Change -0.020 ( 0.59 %)
Open	High		Low	Volume
84.0¢	84.0¢		84.0¢	568
Last updated 14.17pm 17/05/2024 ?

SDI (ASX) Chart