Thanks to all those who responded to my request for their or their brokers' EPS estimates.
So for FY18, it seems that analysts are a bit conservative (or are they just a bit behind developments?) at between 43c - 45c. M22 and myself are estimating between 48c - 49c. I suspect that Ormond, with his 40c estimate for FY17 (which I agree with), would also be close to M22 and myself for FY18, particularly with all the additional synergies still to come in FY18.
So that puts VOC on a FY18 P/E of around 12 to 13 at the current share price, remarkably cheap for such a quality company with such a high growth rate. Don't forget, FY18 starts in 8 months' time.
VOC Price at posting:
$5.65 Sentiment: Buy Disclosure: Held