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galumay
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    • galumay
      galumay replied to the thread GYG - Guzman y Gomez.
      Also, RFG, $7.3m NPAT, Market Cap $200m GYG, $7.3m NPAT Market Cap $4b Make it make sense!!
    • galumay
      galumay replied to the thread GYG - Guzman y Gomez.
      Never forget... (language warning!)
    • galumay
      galumay replied to the thread NWH - NRW Holdings.
      Makes sense, the timing was unfortunate, renewal of the contract up just as SIMEC fell over & H1 report due.
    • galumay
      galumay replied to the thread LBL - Laserbond Limited.
      Probably worse than I expected in the comments above, long way back for LBL to get the business performing as it did a few years ago.
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    • galumay
      galumay reacted to finicky's post in the thread CDA - Codan Limited with Love Love.
      management's
    • galumay
      galumay replied to the thread EVZ - EVZ Limited.
      Very poor result for EVZ for H1, the only mitigation is that they did guide for this drop in revenue. It does highlight the issue of...
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    • galumay
      galumay replied to the thread CDA - Codan Limited.
      I think the result is solid. I dont like the debt, its got to the point that I wouldn't buy the business as a result of that one metric...
    • galumay
      galumay replied to the thread PWH - PWR Holdings.
      So NPAT came in a bit better than guidance at $4m, mainly due to revenue being a bit better also. Guided for $62m came in at $63m, so...
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    • galumay
      galumay replied to the thread C79 - Chrysos Corporation.
      Yeah, not a good look, such a tell when all your messaging is about bull**** Earnings (EBITDA), sure enough if you go to the only place...
    • galumay
      galumay replied to the thread NWH - NRW Holdings.
      OK, Its because of this obviously...
    • galumay
      galumay reacted to qldfrog's post in the thread MIN - Mineral Resources with Like Like.
      As a member of my "dogs of the asx 2024", i believe MIN is keen to stay in the 2025 edition. I own due to this "dogs challenge", but...
    • galumay
      galumay replied to the thread NWH - NRW Holdings.
      Sounds like bad news for NWH, trading halt pending announcement on SIMEC contract, due for extension 31/01/25. The first 3 years was...
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    • galumay
      galumay replied to the thread SFC - Schaffer Corporation.
      A solid half from SFC, Automotive leather has had some short term issues, management very clear about what the problems are and seem...
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    • galumay
      Very strong result for SXE, H1 2025, only red flag is the ridiculous use of bull**** earnings in their reporting, totally unnecessary...
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    • galumay
      galumay replied to the thread BSA - BSA Limited.
      One might argue they did just fine from their little bit of NBN work (which was nearly all their revenue), the problem was when they...
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