Company Report
Last edited 5 years ago
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Performance (70m)
3.6% pa
Followed by
462
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#Bull Case
stale
Added 6 years ago

Latest 2018 FY results delivered on the downgraded forecasts.

Looking forwards, economics of the business model might be changing as payback for new sites are now 7 months, instead of 4 months as before. This might reflect the deals that are being made, or that the company is now installing in lower yielding sites.

Regardless, the company is still trading at a significant discount to fair value.