galumay
learner
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galumay replied to the thread NWH - NRW Holdings.A big acquisition for NWH, on first glance it seems like an excellent deal, I like the move into the electrical contracting. I wonder... -
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galumay replied to the thread CDA - Codan Limited.Speeding ticket from the idiots at the ASX, it must be such a pain responding to nonsense like this, moronic questions like "If CDA is...
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galumay replied to the thread AAL - Alfabs Australia.Revenue was flat - up 1% (revenue actually dropped, "other income" increased to create the small increase in Overall revenue.) So why...
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Thanks Galumay, you have given me some Food for Thought....cheers!
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galumay replied to the thread AAL - Alfabs Australia.@ShareSuccess I haven't done a deep dive, nor have I looked for a while, just scanned their annual report and there is a lot to unpack...
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galumay replied to the thread JYC - Joyce Corporation.A better H2 for JYC providing a reasonable full year result. Another special divvy to use up the franking credits and strong FCF the...
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galumay replied to the thread CDA - Codan Limited....and up nearly 30% in a week! Now my largest position in the SMSF & more than a 5 bagger in 3 years. In the personal PF its a 30...
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galumay replied to the thread UOS - United Overseas Australia.H1 results for UOS. The cash machine keeps rolling! Its hilarious really, so much unrecognised value for so long! Still trading at 50%...
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galumay replied to the thread SDI - SDI Limited.Pretty solid year for SDI, I like that they reported the normalised earnings even though they were significantly lower than statutory...
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galumay replied to the thread DDR - Dicker Data.A solid half year from DDR, gross margins slipping is not great. More AI nonsense from the brown box distro.
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galumay replied to the thread WTC - WiseTech Global.I think its just a function of the gross overpricing @Ferret, especially as its showing signs of not scaling, NPAT up the same as...
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galumay replied to the thread KSL - Kina Securities.Another solid H1 from KSL, this year has seen some appreciation of the share price (39%), so the increase in the dividend helps keep the...
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galumay replied to the thread KYP - Kinatico Limited.A decent year for KYP, the breakthrough is finally seeing double digit revenue growth, true FCF still anaemic due to intangible assets...
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galumay replied to the thread REH - Reece Limited.Lot of hyperbole in that AFR article, my take on it was Wilson presented an unusually candid and honest appraisal of the difficulties...
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galumay replied to the thread AHC - Austco Healthcare.AHC with a good result for 2025, NPAT improvement masked by wash through of tax credits, a common theme with my PF this year...
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