Finance > Shares
FY 18-19 ARs
galumay:
JYC
Another little business I have held for a while now, another solid year with pleasing results for the FY released today. Will look to accumulate some more if the price settles after the euphoria of the AR!
galumay:
SDI
Its been a long and patient ride to see this play out, the conviction came from the financial strength, low debt, niche market, founders with skin in the game etc.
galumay:
KME
Another stellar year for KME, one of my higher conviction positions. Will look to accumulate the dips
galumay:
LBL
LBL released their AR and results exceeded both guidance and market expectations, jumping nearly 20%. Its great to see a well researched, high conviction position play out as I had hoped. My strategy of averaging up as I saw the business executing has paid off very well.
It is approaching my range of IV now, so I probably won't increase position unless there is further evidence of organic growth.
galumay:
NWH
Another stellar year for NWH, results inline with expectations, NPAT dropped from PRP, but NWH went from having significant tax losses to use last year, to paying significant tax this year, so not unexpected. Cash flow remain strong, capital management is positive as well, structural debt soon be zero and only debt will be asset leases. Mr Market liked the result.
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