Where to next for the TRS share price?, page-2

pCap very good post as always. Lots of food for thought. Thanks for providing those ratios. As long as I would love to see trs return to these levels I highly doubt it will as market needs some strong confidence from results and outlook to rerate it. One reason trs was as pe 17 was that there was hype due to growth and jump in revenue sales plus new ceo strategies. Also ROE% was much higher and now hovering around 9-10% level versus 15-25% before.

To me, this is the time now that the company starts showing of cash flow from all the initiatives they have implemented over last 3 years: new DC, truck to store, new demand planning system, led lights, international sourcing office etc etc etc. its a crunch time now and market is looking to see tangible outcomes from it. If we see $$$ flowing from it, then market will rate it higher. Not to mention stable revenue growth.

I d love to see $12 on trs, I think it is doable to have it same time next year or maybe even in october this year. But they have to show revenue and profit growth and stable divvy. Now is $20 possible??? That would mean mkt cap off 550mil. I d love to see it but they would have to cut costs to boost profit, meaning they can find a one quick win cost saving which was hiding in the operations. Plus acquire reddot or cheapaschips. They can afford to do it now.

Anyway if they deliver what they promised and pay 22c divvy this half then personally I think market will rate it at pe 13, which would be fair.
That would give us $8sp this half. I d be very happy with that. To your point, h2 breakeven or 2-3 mil npat should be easy win after last year disaster. If this is the case $10-$12 is doable by year end. I guess lets see how it goes day by day. good to see tiny volume on the down days too.