AUSGROUP

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13 years 1 month ago #7102 by pine
Replied by pine on topic Re:AUSGROUP
A$30 m from Rio Tinto .... The orderbook is fattening under Kenny .....

info.sgx.com/webcoranncatth.nsf/VwAttach...inal.pdf?openelement

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12 years 9 months ago #7934 by Dongdaemun
Replied by Dongdaemun on topic Re:AUSGROUP
using 4Q 2011 eps of 1 cent, the PE of ausgroup is about 8X historical.

gross margin in 4Q was 12.4%, which suggests that this is a low-margin business.

why today run up on high vol ? anyone has any idea?

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12 years 6 months ago #8647 by relaxing
Replied by relaxing on topic Re:AUSGROUP
Sold this high flyer few yrs ago. Have been watching since new CEO L Barlow came on board 12Mar . Decided to jump in as vol hit 12 million this morning. Betting on the new CEO as he has strong credentials from Fortune 500 company.  

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12 years 1 month ago #11130 by relaxing
Replied by relaxing on topic Re:AUSGROUP
Horse moving in the right direction. Made the bet on the jockey, not the horse. This methodology not recommended. 

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  • Neigh
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12 years 1 month ago #11131 by Neigh
Replied by Neigh on topic Re:AUSGROUP
Congrats! What price you bought jockey & horse?

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12 years 1 month ago #11162 by relaxing
Replied by relaxing on topic Re:AUSGROUP
Neigh - This is actually a good horse but it needs a top jockey to guide it to the winning post. The co. has strong balance sheet and cash flow, but  needs  better project execution to improve its puny 3.7% nett profit ( vs Civnec’s 9% n PE 15X ).  Other than ASX listing, new CEO is also targeting AUD1 billion revenue plus improved nett profit to industry ave 6 to 7 %.
 These targets are realistic as the mining capex committed in Oz is abt AUD260 billion ( 60% are for LNG projects ) and I think L Barlow is the man to do it.  Sidetracking,  Ezion ( am vested ) has a strong presence in Oz LNG industry too.  My views only.    

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