HSN 1.34% $4.43 hansen technologies limited

HSN just keeps on going up..., page-13

  1. 1,440 Posts.
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    Nice little example that Anyones!

    I've just done my intrinsic value analysis (the same analysis that made my basis for buying in at under 80c), and I'm currently of the view that this is slightly expensive at the moment (somewhere between 25%-30%).

    However, I'm hesitant to sell due to continued weakness in AUD, but also management's track record for under promising and over delivering. My valuation is forward looking based on a NPAT of approximately $20m.

    Conundrum!
 
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