DSK 1.75% $1.17 dusk group limited

the comparison between DSK & LOV is compellingDSK market cap...

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    the comparison between DSK & LOV is compelling

    DSK market cap $224m
    LOV market cap $1.7bn

    DSK Underlying EBIT $38 - $40m
    LOV EBIT $31m per LOV presentation (460 stores)

    Its pretty easy to see that DSK SP could potentially run very quickly or potentially be acquired given its huge growth potential

    LOV store numbers

    store number growth
    Country Dec 2020 June 2020 Dec 2019 Var 6 mths Var YOY
    Australia 156 152 155 4 1
    New Zealand 24 23 23 1 1
    Singapore 19 19 20 0 (1)
    Malaysia 28 27 27 1 1
    South Africa 63 62 62 1 1
    United Kingdom 42 42 42 0 0
    Spain 0 0 9 0 (9)
    France 25 21 18 4 7
    USA 62 48 40 14 22
    Middle East 36 34 35 2 1
    Vietnam 5 7 8 (2) (3
 
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