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LBL

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galumay:
Added significantly to our position, now 2nd biggest after AAPL, continuing to execute in line with the guidance and ambitions they have consitently documented.



Bought at $0.815 on the 29/5/21

galumay:
FY 2021 Results basically steady, probably the best that could be expected given the Covid impacts, still confident of their $40m revenue target.

galumay:
Solid result from $LBL for H1 2022, they have managed to largely overcome the impacts of the last couple of years. The only real damage has been the promotional revenue target miss, didn't learn their lesson, just increased the target and kicked it down the road a bit!! ($60m in 2025) Worth noting they didnt remove over $500k in Jobkeeper payments from the comparative period, so the profit growth is substantially more than quoted.

galumay:
FY 2022 results for LBL released, definitely my biggest surprise of the season, did not expect such a strong result from them given just how much the business had been impacted by the usual suspects. One of my largest positions, so all the more pleasing.

galumay:
Another great result from $LBL, particularly impressive that an industrial manufacturer was able to maintain margins so well in the current climate and grow earnings in line with revenue.

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