galumay's latest activity
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galumay replied to the thread PNV - Polynovo Limited.Note the increase in Income Tax Benefit, 43% of the NPAT figure! -
galumay replied to the thread REH - Reece Limited.....and thats exactly what happened! How does anyone still believe the Efficient Markets nonsense, all the info was known, clearly...
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galumay replied to the thread VYS - Vysarn Limited.Good year for VYS, all well telegraphed because of their clear comms and early meaningful updates on FY results including actual...
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galumay replied to the thread LBL - Laserbond Limited.Some signs that LBL might have turned the corner, with a much improved H2 2025. Red flag is the claim in dot point 1 about NPAT...
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galumay replied to the thread EVZ - EVZ Limited.EVZ managed to turn around a poor start to the year to finish well, NPAT now normalised after the wash through of tax credits, so a 9%...
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galumay replied to the thread CTE - Cryosite Limited.A good year for CTE, managed to increase NPAT slightly, despite the wash through of tax losses meaning that tax expenses normalised by...
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galumay replied to the thread PWH - PWR Holdings.PWH results for FY25 in line with my expectations and telegraphed by H1 results & company updates. Market will probably not like due to...
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galumay replied to the thread GLB - Globe International.A modest result for GLB, a slight drop in the relevant metrics across the board, perhaps reflecting the tough times retail is facing. A...
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galumay replied to the thread NWH - NRW Holdings.A solid year for NWH, coloured by the impairment caused by the SA Government's extraordinary action to legislate away the security held...
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galumay replied to the thread CDA - Codan Limited.Another solid year from CDA, very impressive growth in revenue flowing right through to NPAT and strong cash conversion. Just a great...
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Ha, this is funny. GYG is staging a mini reversal setup for bullish traders who like luke-warm soggy burritos. 123 Low reversal...
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galumay reacted to divs4ever's post in the thread SXE - Southern Cross Electrical Engineering with
Like.
am surprised this isn't a bigger 'fundie puff-piece' claiming it is an AI coat-tail rider i bought in when it was getting nice... -
galumay replied to the thread JHX - James Hardie Industries.What a joke of a business.
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galumay replied to the thread SFC - Schaffer Corporation.Yes, typical of the type of company I own! Founder holds about 20% and top 5 are 50%. Hence the lack of liquidity. The secret sauce with...
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galumay replied to the thread SXE - Southern Cross Electrical Engineering.Fantastic result for SXE, record metrics all round. An incredible business that shows the power of good capital allocation, they have...
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