Dona Ferentes
Did the Thessalonians write back?
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PWH - PWR Holdings
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galumay
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Thanks, but hardly surprising. Lets see where it is in 5 years.
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Sorry galumay, it's Motley Fool Share Advisor's 
Buy of the Month!
Excerpt:
"PWR (PWH) based in Queensland, is a leader in technologically advanced cooling systems. Known most famously for its cutting-edge solutions in Formula One (F1), PWR has expanded into luxury automotive, aftermarket products, and aerospace and defence (A&D). Its products are used by major global companies and are must haves for its customers, providing state-of-the-art solutions that keep them competitive.
Founded in 1987 by the Weel family, PWR has maintained a strong family-oriented culture under the leadership of Kees Weel. The company focusses on maintaining a positive environment for its experienced and highly-skilled staff, with ongoing training and other benefits. This employee-centric approach not only helps with retention, but reflects the company’s strong values, culture, and commitment to its people, contributing to its growth and success."
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Buy of the Month! Excerpt:
"PWR (PWH) based in Queensland, is a leader in technologically advanced cooling systems. Known most famously for its cutting-edge solutions in Formula One (F1), PWR has expanded into luxury automotive, aftermarket products, and aerospace and defence (A&D). Its products are used by major global companies and are must haves for its customers, providing state-of-the-art solutions that keep them competitive.
Founded in 1987 by the Weel family, PWR has maintained a strong family-oriented culture under the leadership of Kees Weel. The company focusses on maintaining a positive environment for its experienced and highly-skilled staff, with ongoing training and other benefits. This employee-centric approach not only helps with retention, but reflects the company’s strong values, culture, and commitment to its people, contributing to its growth and success."
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galumay
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Sorry galumay, it's Motley Fool Share Advisor's
Bloody Hell!! Thats awful news, almost certainly have to sell now. You dont get much stronger signs than that! Obviously my research and analysis missed some critical elements. I wonder what's actually wrong with the business??
galumay
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Nice announcement today, a near $10m contract in Aerospace & Defence sector, equal to 50% of total A&D revenue in 2024. Increases my conviction. (despite the pesky Fools & Roth's top stocks trying to queer the pitch.)
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"Queer the pitch"? Unacceptable speech that causes offence and violates sensitivities.
The announcement uses the code PWR - doesn't inspire confidence.
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The announcement uses the code PWR - doesn't inspire confidence.
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galumay
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LOL! Thats hilarious, missed the error! Made all the worse because PWR is an actual #shitco on the ASX.
My conviction is shot to pieces.
(Sorry if my use of the word pitch offended any cricketers.)
My conviction is shot to pieces.
(Sorry if my use of the word pitch offended any cricketers.)
galumay
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So NPAT came in a bit better than guidance at $4m, mainly due to revenue being a bit better also. Guided for $62m came in at $63m, so looks like management were conservative which is a plus!. Also gross margin compression was not as bad as guidance implied.
Most of the negative impact looked to be priced in, given that PWH had clearly articulated the reasons for and likely impact of the issues.
Most of the negative impact looked to be priced in, given that PWH had clearly articulated the reasons for and likely impact of the issues.
Dona Ferentes
Did the Thessalonians write back?
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well, that latest 2c dividend was well worth waiting for
galumay
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3 directors buying on market is a healthy sign, not huge parcels but still significant.
Dona Ferentes
Did the Thessalonians write back?
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$6.22
PWR’s Managing Director and Founder, Kees Weel, is taking temporary leave from his full-time role to seek treatment for an acute medical condition. PWR’s Executive Leadership Team will assume Kees Weel’s day-to-day responsibilities, with Chief Technical and Commercial Officer, Matthew Bryson, appointed by the Board to the role of Acting CEO.
Kees Weel said, “While I will remain active in PWR’s overall direction, I have advised the Board that concentrating on my recovery is my priority. Matthew Bryson and the Executive Leadership Team have my full support, and I have complete faith that they will be able to deliver on PWR’s objectives and the move to PWR’s new headquarters, which has successfully commenced.”
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Oh no, key man. Another one after what has recently occurred 2x at MHJ.
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LIfted from Market Matters' Q&A session with subscribers.
marketmatters.com.au
/report/weekend-qa-the-asx-remains-in-a-holding-pattern-ahead-of-the-eofy/
Subscriber Question:
"PWH looks like a high quality business going through a rough patch. The share price has fallen significantly and the value proposition appears compelling. What do you think?"
Answer:
"Hi Cameron,
For subscribers not familiar with PWH, it’s a $640mn QLD company that specialises in the design, engineering, and manufacture of advanced cooling solutions used in Motorsport (formula 1 for example), auto, aero & defence. The companies shares have halved from their 2024 highs for two primary reasons:
In late 2024, PWR announced the cancellation of certain EV-related projects, which had been anticipated to drive growth. The stock plunged ~20% on the news.
Higher production costs have compressed margins. In 1H of FY25, NPAT fell by 58.3% to $4.1 million, despite an only 2.1% decline in revenue to $62.9 million.
PWH faces further short-term profitability challenges due to strategic investments but its pick up in aerospace & defence areas positions it for potential growth in FY26 and beyond – revenue is forecast to increase by over 22% in next year. Having moved on from elevated EV expectations, like many companies, PWH is trading on an ok valuation, with some upside already built into the share price.
The risk/reward looks ok into fresh forays below $6."
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Market Matters | Leading Australian Stock Market Views And Advice
Get the latest Australian stock market views from top investors with real money in the markets. ASX investment advice and share recommendations. Find out more.
marketmatters.com.au
Subscriber Question:
"PWH looks like a high quality business going through a rough patch. The share price has fallen significantly and the value proposition appears compelling. What do you think?"
Answer:
"Hi Cameron,
For subscribers not familiar with PWH, it’s a $640mn QLD company that specialises in the design, engineering, and manufacture of advanced cooling solutions used in Motorsport (formula 1 for example), auto, aero & defence. The companies shares have halved from their 2024 highs for two primary reasons:
In late 2024, PWR announced the cancellation of certain EV-related projects, which had been anticipated to drive growth. The stock plunged ~20% on the news.
Higher production costs have compressed margins. In 1H of FY25, NPAT fell by 58.3% to $4.1 million, despite an only 2.1% decline in revenue to $62.9 million.
PWH faces further short-term profitability challenges due to strategic investments but its pick up in aerospace & defence areas positions it for potential growth in FY26 and beyond – revenue is forecast to increase by over 22% in next year. Having moved on from elevated EV expectations, like many companies, PWH is trading on an ok valuation, with some upside already built into the share price.
The risk/reward looks ok into fresh forays below $6."
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galumay
learner
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More waffle from 'analysts'! I really dont want to read content that is just copy and pasted from a service that is financially incentivised to churn out gobblygook.
On the other hand I am genuinely interested in content actually written by members - particularly investors like yourself @finicky. Your ideas, opinions and words are much more interesting than this stuff, and I can be very confident that you are not writing for clicks & $$'s
On the other hand I am genuinely interested in content actually written by members - particularly investors like yourself @finicky. Your ideas, opinions and words are much more interesting than this stuff, and I can be very confident that you are not writing for clicks & $$'s
galumay
learner
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PWH results for FY25 in line with my expectations and telegraphed by H1 results & company updates. Market will probably not like due to short termism so opportunity to accumulate may present. OCF was probably the one thing a bit better than expected. Happy to see dividend reduced rather than funding the capex with debt or share issue. Thesis remains in place, medium to long term this business will return to growth higher margins.
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Having a squiz at this after seeing it in the well shorted list.
Somewhere around the 8th highest shorted ASX stock on short man ATM with 10.31% shorted, and slowly rising.
I see plenty of missed opportunities on the chart, and it is not on my radar after looking at it. Short term pessimism as stated by galumay above. Attractive on a good short squeeze though.
Somewhere around the 8th highest shorted ASX stock on short man ATM with 10.31% shorted, and slowly rising.
I see plenty of missed opportunities on the chart, and it is not on my radar after looking at it. Short term pessimism as stated by galumay above. Attractive on a good short squeeze though.
