Supply Network Limited

ASX:SNL

Supply Network Limited

ASX:SNL
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$19.99 (0%)
Last close price
#320
Rank
4
Held by
17
Followers
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Reports (2) My Report Forum Investors
Top member reports
Consensus
LynchMilton
Company Report
Last edited 5 months ago
PerformanceCommunity EngagementCommunity Endorsement
ranked
#141
Performance (15m)
17.7% pa
Followed by
14
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#Management
LynchMilton
Added 5 months 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
LynchMilton
Added 5 months 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
LynchMilton
Added 5 months 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
LynchMilton
Added 5 months ago
View author's company report

Why i own this

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