Compare SWM what it was in 2018...when they started digital ..VOZ..
SWM trade at average 80c per share...had similar Ebita 280mln...Net Debt was close to 600mln.... ...Netflix & other was growing...
Today
SWM 30c per share...same Ebitfa 280mln...Net Debt around 270mln...SWM transitioned to deliver 50% of ebitda from Digital..now ready to sell using VOZ..
Netflix & other hit the wall in growth...
do we see infection point at some near future and disparity on how market prices SWM vs 2018?
Are we stronger today or more relevant ...better positioned to Earn & defend our turf then we were in 2018?
my bet is on YES...they just have to keep optimising cost and having data from VOZ to sell more....
SWM Price at posting:
29.5¢ Sentiment: Buy Disclosure: Held
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