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#Rising Interest Rate Tailwinds
stale
Interesting chart on P36 of the EML Investor presentation. It shows the impact of rising interest rates on EBITA.
Rising interest rates significantly enhance EML’s short term profitability while at the same time reducing the long term share valuation. Interesting dynamic.
1% rise adds $14 -$15M of EBITA (by comparison H1 FY2022 EBITA $26.9M).
Also Ausbiz interview with Joe Magyer discusses EML.
Joe weighs in on Pro Medicus, EML & Netwealth| MSL Solutions on ausbiz
Took the chance to add to my portfolio based on current discount prices.