galumay's latest activity
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I just put in a bid for 5,000 more @ 0.65 -
galumay replied to the thread LBL - Laserbond Limited.Its taking a while to digest the LBL results, so much of the explanation of the results is filled with bull**** Earnings, (EBITDA), so...
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galumay replied to the thread GLB - Globe International.A much better result than I expected for #GLB, managed to increase profit on lower sales, great cost control and helped by recovery from...
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galumay replied to the thread LBL - Laserbond Limited.I will have to go thru LBL report in detail, but overall it is in line with my expectations for 2024. Bit of a drop in earnings and cash...
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galumay replied to the thread CDA - Codan Limited.Have to be happy with CDA's results for FY24. Debt has grown a bit, but its under my threshold and I like that they openly say it was...
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galumay reacted to Knobby22's post in the thread SXE - Southern Cross Electrical Engineering with
Like.
No longer cheap though. I know there are takeover costs. Good to have all that cash. It gives them possibilities, blue sky. -
galumay replied to the thread SXE - Southern Cross Electrical Engineering.As expected, a very strong year for SXE. Positive outlook as well, its run hard this year but its still not expensive IMO.
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galumay replied to the thread SFC - Schaffer Corporation.A nice result for SFC, FCF much improved as well, car seats doing better, Delta more profitable than its been in all the years I have...
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i hold neither share , but BLX with have to lift up the profits to get within sight of NCK
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galumay replied to the thread PWH - PWR Holdings.Interestingly my modelling values it around $10, but thats allowing for higher than normal growth and lower than normal IRR/MoS, which I...
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galumay replied to the thread REH - Reece Limited.Yeah, I was surprised it fell so much, no matter, I am sure it will continue to grow and generate decent returns. Been a long term hold...
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galumay replied to the thread BLX - Beacon Lighting Group.One I am glad I avoided. Comparing them to NCK is comical.
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galumay replied to the thread PWH - PWR Holdings.They already do specialised cooling for EVs as well as the cooling for the electric side of F1. Of course that is why I try to buy great...
