Supply Network Limited

ASX:SNL

Supply Network Limited

ASX:SNL
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$32.64 (-0.9%)
Last close price
#231
Rank
3
Held by
19
Followers
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Reports (2) My Report Forum Investors
Top member reports
Consensus
LynchMilton
Company Report
Last edited one year ago
PerformanceCommunity EngagementCommunity Endorsement
ranked
#252
Performance (23m)
15.9% pa
Followed by
16
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#Management
stale
LynchMilton
Added one year ago
View author's company report

Agm yesterday. Mgt feels capacity taps out at 350m rev (best case 400m). They aim to reach the 350m over 3 yrs. Also Nz not going well. Appears that next 3 yr cagr npat will be approx 13%. Too low for me compared to p/e.

#Bull Case
stale
LynchMilton
Added one year ago
View author's company report

Intel -

https://www.canva.com/design/DAFzMtl-esM/KpzCrhHhPJxHQce2qanG0A/edit?utm_content=DAFzMtl-esM&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton

#Bull Case
stale
LynchMilton
Added one year ago
View author's company report

fixed link

https://www.canva.com/design/DAFyoaFnGfo/yb3JPcWiO7haIUfcR6Cz1g/edit?utm_content=DAFyoaFnGfo&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton

#Bull Case
stale
LynchMilton
Added one year ago
View author's company report

Why i own this

https://www.canva.com/design/DAFyoaFnGfo/yb3JPcWiO7haIUfcR6Cz1g/edit