Proposed Directors of Tirupati Graphite explain why they have requisitioned an GM. Watch the video here.
The MOATs on this stocks are huge (which also explains the valuations) but they continue to grapple market share. 10x bagger.
business is now fairly lean + there is so much surgical backlog that the need for such tools is HUUUUUUUUUGE.
what did I miss? the stock has been sold with double fist without any appear ant reason?!
last update was good imo "As a result, the Board now expects revenue for FY22 to be materially ahead of current market expectations, but for profit before tax and exceptional items(1) for FY22 to be approximately 10% below current market expectations."
I have been holding TWD for much too long, things keep on not coming, and to be fair with inflation + supply chain issues being stickier that expected, I don't think the 'in line' will remain for long. Also what the f- happened to the bottom line, i am out but will keep on monitoring. good luck to remaining holders
next big bagger imo - reopening !
thanks for the replies - don't disagree with the strong perf - been shafted on the recent price action - still long and will add.
why such a drop over the last two days? RNS was very good, IS, BS, going Concern, all OK
tricky752 , lower NCFO is due to "Share-based payments" - basically share option offered to staff being vested due to the strong performance - this is considered as a non cash expense.
Overall, strong set of numbers, strong buy !
ohh yeah!!! stunning
out*
(3,633,147) vs (3,166,495) ... not our of the wood yet
yeh ND/EBITDA now at c 4.3x which compares to 3.1x last year.
though adjust for lease liab, leverage = 2.5x vs last year 1.4x
still the underlying business momentum is supporting the debt burden imo
expensive spread but it will be worth it when it's 50% higher... relative valuation speak for themselves...
Advertising & Marketing peers in Bloomberg forward P/E average 55x Median 25x.
SEC Newgate fwd P/E 13.6x
now looking at fwd P/S
Peers: median = 2.4x average = 3x
SECN: 0.3x !!!!
and fwd EV/EBITDA
Peers: median = 12.2x average 16.7x
SECN: 4.2x
thanks tom
why is loss per share jumping to -6.2 from 0.11 ?!
thanks
• new strategy is working
• profitability increased
• seems to have traction with TCV 1.3x higher than last year
BUY BUY BUY