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clock Created with Sketch. 18/12/23
19:42
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Originally posted by timbowls:
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Hi Guys,Gross Margins: I know we've had a lot of discussions on the high margins at Dusk and wondered how sustainable these actually are. I was particularly interested to find that the margins were stable in the mid 60s all the way back to FY18 when we had a smaller but still meaningful store foot print of 106 stores. This gives me confidence the margins can be maintained going forward. Directors Interest: I tracked back through the last few years of directors interest notices and was pleased to see that David Mclean topped up on market in the middle of this year at $1.23 New CEO incentives: I had a read over the 414 953 performance rights that have been granted to Vlad and was interested to see that we need to hit a 20c EPS in FY26 for any of these to vest.Potential Earnings: I'm trying to establish a worst case scenario EPS for FY24 which then informs what the dividend might look like (I note the payout ratio in FY23 was quite conservative at 65%)
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