Share
210 Posts.
lightbulb Created with Sketch. 29
clock Created with Sketch. 18/01/23
10:25
Share
Originally posted by jdpc35:
↑
Hi Lev.Revenue - I am pessimistically assuming FY23 revenue of about $1,540m and I also see that Ord Minnett recently released a report forecasting revenue at $1.572m (so, getting close to your $1.6bn figure). I have factored in the first half revenue decline in my figures and assume Ords have done the same. Bottom line is we will probably see something around the $1,550m+ mark.Expenses - I thinking you are being a little too optimistic at $1,200m for costs. I have $1,247m plugged into my modelling and i see that Ords are working off $1,276m. EBITDA - Interestingly, both Ords and I end up at almost the same place on EBITDA - I am at $293m and Ords are at $296m. Both numbers being somewhat less than the $350m to $400m EBITDA range you mentioned.
Expand
Hi
(20min delay)