Member Info for DaddyAIM

maybe you should read the last RNS and look for clues about how high electricity prices impact 55% of their revenue.

The MOATs on this stocks are huge (which also explains the valuations) but they continue to grapple market share. 10x bagger.

I struggle to understand it - RNS yesterday was good imo

business is now fairly lean + there is so much surgical backlog that the need for such tools is HUUUUUUUUUGE.

apes selling - thanks for the cheaper shares

what's going on - separation of Ingenuity, Beauty and maybe NUtrition ?!?!?!
Momentum on the bottom line decelerating!!!

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

no more dodgy bid, strong update, but apes still selling - thanks for making it cheaper

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