Yes, you wonder what they know and what is missing in the market updates? My thinking is that as at 5 Nov 2024 1 HY 2025 was down marginally by 1.2% revenue wise. Over next 7 weeks it can not go down much more with holiday season in full swing. So what ever else that can happen with all the restructuring savings expected and stable inflation rates, 1 HY 2025 will be better than 1st HY 2024 at EBITDA level. Therefore operating cash slow will also be very good . The part I am worried is what new CEO going to do about further restructuring and writ down of business lines or region from BS. This again has no impact on cash flow, whereas further restructuring cost will be one off items, contributing towards future improvement of bottom line. As SP are running below industry PE and EBITDA ratios, it can’t be that bad. On the other hand any indication of stability in revenue will have very positive impact. On future fcst for next 3 years or so with brand name doing well it should do well. If I am correct the instructional investors has been increasing their shareholding which is a good thing.
DMP Price at posting:
$28.88 Sentiment: Hold Disclosure: Not Held
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