Most PMs are lazy and plug numbers from presentations into their templates: Therefore it would be nice to see a slide with the following information: revenue, CAGR of past 3 years, EBITDA margins and trends, DA % sales, Capex % sales, share outstanding, debt balance, cash balance, normalized tax rate.
When giving updates, please limit yourself to the following:
1) Revenue, EBIT and EBITDA. No NI or EPS
2) If margins moved up or down then a short explanation such as mix is needed.
3) new orders + backlog
4) If possible also a list of major brands that use ANO products.
5) No discussion of the share price and where management thinks it should be.
Other aspects to talk about:
1) TAM of sunscreens and a conversion ratio of chemical active ingredients to zinc oxide.
2) Where management sees ANO in 3-5 years. What market share is realistic in their eyes?
3) Compelling GP% and operating leverage.
4) ROCE figures & low CAPEX requirements
5) Regulatory framework and consumer preferences that are tailwinds.
6) Why ANOs production method is special and defendable.
- Forums
- ASX - By Stock
- ANO
- The Ideal ANO Presentation
ANO
advance zinctek limited
Add to My Watchlist
0.00%
!
82.0¢

The Ideal ANO Presentation, page-7
Featured News
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
|
|||||
Last
82.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $51.36M |
Open | High | Low | Value | Volume |
82.0¢ | 82.0¢ | 82.0¢ | $1.446K | 1.763K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 23553 | 82.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
97.5¢ | 2559 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 23553 | 0.820 |
1 | 1922 | 0.780 |
1 | 825 | 0.775 |
2 | 26835 | 0.770 |
1 | 1371 | 0.725 |
Price($) | Vol. | No. |
---|---|---|
0.975 | 2559 | 1 |
0.980 | 5000 | 1 |
0.000 | 0 | 0 |
0.000 | 0 | 0 |
0.000 | 0 | 0 |
Last trade - 11.45am 08/07/2025 (20 minute delay) ? |
Featured News
ANO (ASX) Chart |