Very good analysis thanks and agree with your thoughts but just...

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huninni

4,239 Posts.

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15/01/19

12:01

Post #: 37117841
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Originally posted by Novice2012 ↑

To your point, I guess there are a couple od things that need to be considered for SUL.
1. Decline in sales revenue
2. Eroding of profit margin due to discounting i.e. even if revenue is flat
3. Debt repayment and its impact on income
4. Auto parts has been the star performer that has always held up however slowing car sales may have an impact (including after market parts)
5. BCF performance

Considering Kmart has had a tough year, SUL will most probably have a tough year considering all SUL stores are not primarily discount stores.

The problem is you can run numbers with assumed impacts and come to figures but we will never know until results or an update is provided. But in saying all this, it does seem to be factored in, at least most of it. If the impact is limited and leaves the dividend untouched, we could probably see a slow rise to $7. Forward looking statements provided for the next 6 months will be the key factor to impact SP as opposed Jul-Dec trading period update. Rant over.

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Very good analysis thanks and agree with your thoughts but just contemplating the risk vs reward of getting in now vs waiting for results.

I’m still undecided but leaning towards waiting for the results or an update.

SUL Price at posting: $6.37 Sentiment: None Disclosure: Not Held
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(20min delay)
Last $13.65		Change -0.200(1.44%)		Mkt cap ! $3.082B

Open	High	Low	Value	Volume
$13.73	$13.78	$13.37	$11.51M	846.2K

Buyers (Bids)

No.	Vol.	Price($)
1	73	$13.55

Sellers (Offers)

Price($)	Vol.	No.
$13.66	1982	1

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No.	Vol.	Price($)
1	73	13.550
3	1705	13.540
1	1691	13.530
2	2282	13.520
4	6318	13.510

Price($)	Vol.	No.
13.660	1982	1
13.680	1982	1
13.710	3984	2
13.760	5201	2
13.850	115	1

Last trade - 16.10pm 19/06/2025 (20 minute delay)

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