Johns Lyng Group Limited

ASX:JLG

Johns Lyng Group Limited

ASX:JLG
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$5.52 (-2.8%)
Last close price
#275
Rank
2
Held by
15
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Reports (5) My Report Forum Investors
Forum Topics JLG JLG Financials

Pinned straw:
edgescape
Added 2 months ago

Big overreaction here I think when it dived below $6

Didn't think of adding more at the time as was distracted by work

CAT Revenue was a bit volatile.

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EPS could have been the main negative as it went backward.

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S&P consensus. Everyone was expecting 10cps versus 8.5cps Actual

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Checking the call transcript, there is a bit of delay from government of dealing with CAT events but JLG expects some of the work to come in the second half

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[held]
edgescape
2 months ago

Forgot to mention that Scott said costs getting the US biz up and running for Allstate slightly contributed to the earnings miss.

Also slight increase in dividend to 4.7 cps from 4.6cps so they must be still positive on outlook.

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