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NWH - NRW Holdings

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Reasons for top pick Full CY 2019 competition:
  • The business turnaround is well underway with eps having grown by 72% in FY 17, 24% in FY 18 and consensus forecast eps growth for FY 19 is for a further 83% growth
  • Even if FY19 eps growth is only half analysts predictions, at current prices NWH is on a PE of <10
  • On 19/12/18 they confirmed their guidance for H1 FY19 with revenue increase expected to be 45% and EBITDA increase expected to be 74%.
 
10%-5% pa reducing ongoing is dalangara (and loan). my head says a slight wobble if things go ass up (like if 0.6g persists).

meh ....next
 
HelloU said:
10%-5% pa reducing ongoing is dalangara (and loan). my head says a slight wobble if things go ass up (like if 0.6g persists).

meh ....next
Click to expand...
and to paraphrase that head speak ... keep riding and buy the wobble.

(my head said toot toot - but i did not include that ..... anyone in CIM?)
 
HelloU said:
10%-5% pa reducing ongoing is dalangara (and loan). my head says a slight wobble if things go ass up (like if 0.6g persists).

meh ....next
Click to expand...
and did dalangara just go ass up, or will this mob dig deeper into the piggy bank?
(i wouldn't)... (found my cim info so forget that ask)
 
NRW awarded Koodaideri Rail Formation South Earthworks contract.

Boom! squiffy pop again for me, up 9% or 24c.
 
HelloU said:
and to paraphrase that head speak ... keep riding and buy the wobble.

(my head said toot toot - but i did not include that ..... anyone in CIM?)
Click to expand...
quick 50c in 2 weeks post dip and on to highs ................. cd players in the hilux - ahhh the technology - these miners are going soft. what is happening at dalangara?
(civmec seem to struggle .... but for how long?)
 
Its a juggernaut, HelloU. If NWH can continue to execute well and control costs as the business grows I think it has a solid future in front of it. Hopefully the lessons of the past have been etched in corporate memory! Its a game of skinny margins, cyclical activity and ruthless multinational corporate clients so its a bit like ice skating in late spring!
 
HelloU said:
and to paraphrase that head speak ... keep riding and buy the wobble.

(my head said toot toot - but i did not include that ..... anyone in CIM?)
Click to expand...

HelloU said:
and did dalangara just go ass up, or will this mob dig deeper into the piggy bank?
(i wouldn't)... (found my cim info so forget that ask)
Click to expand...

the old short then long play
 
Looks like the end for Dalangara, GCY in administation.
 
Another stellar year for NWH, results inline with expectations, NPAT dropped from PRP, but NWH went from having significant tax losses to use last year, to paying significant tax this year, so not unexpected. Cash flow remain strong, capital management is positive as well, structural debt soon be zero and only debt will be asset leases. Mr Market liked the result.
 
yep, at the same time as the "P" blokes got the go slow message at Bald Hill. So thumbs up here.

(and the mob that these are still .....ummmmmm .... doing work for at Dalangara, well they did not pay their asx fees this week, so nrw are now doing a "black op" there - in profit though one would assume atm).
 
Another strategic acquisition by NWH, again showing good execution by management, this company is building into something pretty special. I will be applying for my full allocation in the SPP. It could quickly head north of $3 with this latest move.
 
rnr said:
NWH continues to head north
Click to expand...

Recent rise has been the effect of the announced acquisition, NWH have a good track record with aquisitions and this one looks good on paper too. SPP will be hugely oversubscribed given the effective discount.

I applied for my full allocation of $15k in personal portfolio and SMSF, I will be surprised to get anything more than $2k.
 
Ok, SPP results announced, oversubscribed of course, better than expected scale back, we will get 64% of application.
 
I am following this stock as I have selected it the the yearly tipping contest and thankfully it had a good day yesterday up 32% following the release of the update

Closed @ $2.19 so hopefully it can consolidate at these levels for a while.

Financial Performance (unaudited 10 months to April 2020)
• Record Revenue of $1.6B(1); the result, for only 10 months, represents a record revenue for the
group compared to any previous full financial year.
• EBITDA(2) of $177M; pre adoption of AASB16.
• Continued strong earnings generation with normalised earnings, EBITA(3) of $107M.
• Significant improvement in net debt (cash less interest bearing debt) at 30th April 2020 to $115M.
• A much lower AASB 16 debt of circa $60M expected to be reported as at June 30thFurther reviews
of equipment rental agreements are expected to reduce the liability recognised in the half year
accounts at?$122M.​
 
One of the best of the Mining services businesses IMO, yesterday's announcement a reflection of the steady hand of excellent management at the helm. A double spiffy pop for me yesterday! (making up ground lost of course.)
 
Just steamrolling along, as expected a record revenue and 100% increase in divvy is nice. The best performer in my portfolio even at the price well off its ATH from earlier in the year.
 
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