BLX 0.00% $2.40 beacon lighting group limited

Worth looking into more details, page-8

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    @gosouth

    As usual, the main question is probably to look at the valuation vs the expected scenario for the company.
    The valuation may look at a bit high based on PE (but not based on free cash flow).
    However, this is fine for me, as I expect the company to have reached the bottom (in term of earning growth) during H1 24.
    Of course, this scenario is based on my own assumptions.
    Last edited by saintex: 16/02/24
 
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