Interesting comparison... PMV and SFH. After you said that I...

Interesting comparison... PMV and SFH. After you said that I looked closer at the financials.

Mkt Cap: PMV - 930m / SFH 175m
FY10 cash flow: PMV - 75m / SFH - 50m
Cash: PMV 300m / SFH 17m

PMV operations valued at about 5 times cash flow
SFH opeations valued at about 3 times cash flow.

I'm not sure whether to translate this as "SFH could rise" or "PMV due for a fall"

Somehow i think both will fall... regardless of whether they maintain cash generation in the current half.

PMV probably also supported by the rumour that it might attempt a takeover of Myer.