guidence on next divident payment, page-25

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clare1

74 Posts.

17/02/22

15:58

Post #: 59640792

Originally posted by David808: ↑
Thanks for the tip on the Treasury shares. That knocks 2.5% off everything
And, you found an issue caused by a bug in my spreadsheet. I had over-spent $16m on unfinished projects. That gives us a 3% boost

Here's an amended set of estimates...
Investment Properties 20.3
1 Undeveloped land being sold 169.9
2 Current value of under construction 309.0
3 Property in 2021 report 499.2
4 Still to spend to finish projects 310.6
5 Total spend on properties 809.8
6

7 Profit on future sales 201.1
8 2.5 years of admin -40.0
9 Carried forward capital loss -27.0
10 Tax to pay on future profit 40.2
11

12 Franking credits now 74.4
13 Credits after future tax 114.6
14

15 Flow to shareholders:
16 Sale of undeveloped land 223.9
17 Sale of Homes, retail, investments 786.1
18 Franking credits 114.6
19 less
20 Spend to complete 310.6
21 Admin 40.0
22 Debt 168.9
23 Other net liabilities 45.7
24 Future Tax 40.2
25 Net ($m) 519.2
26 per share divs $2.96
27 per share credits $0.84

Please keep in mind I've just pieced this together from many (often conflicting) reports and announcements. I may have made incorrect assumptions or just added stuff up incorrectly. Do your own research.
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Hi David808

Any chance you can update your analysis based on today's half yearly announcement and profit forecast.

Would be very appreciative of your excellent analysis.

It appears the market is under whelmed at the pace of dividend payments.

Many thanks.

Clare1

SDG Price at posting: $2.79 Sentiment: Hold Disclosure: Held

Upvote

0 Great analysis

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	Investment Properties	20.3
1	Undeveloped land being sold	169.9
2	Current value of under construction	309.0
3	Property in 2021 report	499.2
4	Still to spend to finish projects	310.6
5	Total spend on properties	809.8
6
7	Profit on future sales	201.1
8	2.5 years of admin	-40.0
9	Carried forward capital loss	-27.0
10	Tax to pay on future profit	40.2
11
12	Franking credits now	74.4
13	Credits after future tax	114.6
14
15	Flow to shareholders:
16	Sale of undeveloped land	223.9
17	Sale of Homes, retail, investments	786.1
18	Franking credits	114.6
19	less
20	Spend to complete	310.6
21	Admin	40.0
22	Debt	168.9
23	Other net liabilities	45.7
24	Future Tax	40.2
25	Net ($m)	519.2
26	per share divs	$2.96
27	per share credits	$0.84

guidence on next divident payment, page-25

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