As always, the devil is in the detail, and it bears remembering that the past two half-years (i.e. JH2024 and DH2023) are cycling weak pcp bases, but this is still a monster 2nd half result (fwiw, my model spat out a $6.0m NPAT for JH24 -up 55% om pcp, compared to the $7.1m actual result - an 85% increase):
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With the top line growth relatively soft (~3.5%), the weak A$ is certainly doing a lot of the heavy lifting at the Gross Profit level (unusually higher amalgam sales in pcp). I reconcile the GP Margin in JH2024 coming in at close to 64%, which is at the upper end of the historical range, and is the more representative level for the company, I feel.
![]()
While the business is clearly humming, it needs to be given the very large calls on capital over the next 18-24 months.
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As always, the devil is in the detail, and it bears remembering...
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Last
85.5¢ |
Change
-0.005(0.58%) |
Mkt cap ! $101.6M |
Open | High | Low | Value | Volume |
86.3¢ | 86.3¢ | 85.5¢ | $975 | 1.138K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 23500 | 86.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
87.0¢ | 28850 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 23500 | 0.860 |
2 | 17753 | 0.855 |
1 | 6682 | 0.850 |
3 | 35556 | 0.845 |
2 | 11190 | 0.840 |
Price($) | Vol. | No. |
---|---|---|
0.870 | 28850 | 1 |
0.890 | 3658 | 1 |
0.895 | 6000 | 1 |
0.935 | 575 | 1 |
0.950 | 7670 | 1 |
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