EBO-Ebos

Hectorplains · Jan 04, 2023, 08:39 PM

Quote from: Fiordland Moose on Jan 04, 2023, 06:01 PMGood old EBO - the only stock I'm confident that Winner owns.
Since the rights issue have been to scared to buy any more on account of valuation. Could regret that decision but pretty full up.
Hope they can find more acquisitions as the market expects it
Hey did MFT ever get to a 100 or did they just flirt with it

Nope, $98 was their peak. They're currently down a third from that. Ebos up 22% over that same period. Over the last four weeks, EBOS gained 9.10 percent.

Shareguy · Jan 04, 2023, 10:17 PM

Have just looked at the close. What a day for Ebos, especially after the US markets. Maybe the market is seeing the value some of us see with the lifehealth acquisition or is it the inclusion in the MSCI small cap index. Decent volume since.

winner (n) · Jan 05, 2023, 08:08 AM

Quote from: Hectorplains on Jan 04, 2023, 08:39 PMNope, $98 was their peak. They're currently down a third from that. Ebos up 22% over that same period. Over the last four weeks, EBOS gained 9.10 percent.

Jeez, -33% MFT v +22% EBO

And other star FPH down about 30% in same time

Big difference but Even though better than nothing the +22% should be higher at this point in time.

LifeHealthCare not priced in ....reminds whenbEbos acquired MasterPet years ago ....took several years for the market to factor that in.

Shareguy · Jan 05, 2023, 09:06 AM

EBOS forecasts that LifeHealthcare will generate A$110-114m in EBITDA in CY2022, representing a 12% CAGR from FY21. The forecast assumes there are no material interruptions from Covid in CY2022. Management note the business has seen a strong recovery as lockdowns have eased in recent weeks and elective surgeries have resumed. Longer term, EBOS is targeting organic growth of c10% per year

Shareguy · Jan 13, 2023, 06:35 AM

Ebos hits record high. Talk of possible inclusion in MSCI standard index.

https://www.nzherald.co.nz/business/market-close-housing-consent-data-buoys-building-stocks/ITFUG4EI5RAYTCD6HROEAIV4IY/

winner (n) · Jan 13, 2023, 08:00 AM

Quote from: Shareguy on Jan 13, 2023, 06:35 AMEbos hits record high. Talk of possible inclusion in MSCI standard index.

https://www.nzherald.co.nz/business/market-close-housing-consent-data-buoys-building-stocks/ITFUG4EI5RAYTCD6HROEAIV4IY/

That'll give EBOS share price a boost and then results announcement and whoosh

Waltzing · Jan 26, 2023, 11:12 AM

Winner of a stock ...

great chart ...

Hectorplains · Jan 28, 2023, 10:19 PM

Quote from: winner (n) on Jan 13, 2023, 08:00 AMThat'll give EBOS share price a boost and then results announcement and whoosh

MSCI World Index announcement is 10 February.

winner (n) · Feb 08, 2023, 07:47 AM

Jenny Ruth at BusinessDesk says Ebos may keep the Chemist Warehouse contract

I say Ebos will return the contract and may even pick up another one with Chemist Warehouse (the FMCG one)

https://businessdesk.co.nz/article/infrastructure/ebos-may-keep-the-chemist-warehouse-contract
Possibly paywalled

Shareguy · Feb 08, 2023, 08:42 AM

Quote from: winner (n) on Feb 08, 2023, 07:47 AMJenny Ruth at BusinessDesk says Ebos may keep the Chemist Warehouse contract

I say Ebos will return the contract and may even pick up another one with Chemist Warehouse (the FMCG one)

https://businessdesk.co.nz/article/infrastructure/ebos-may-keep-the-chemist-warehouse-contract
Possibly paywalled

I hope so. This is material for Ebos to win. Currently Ebos has one contract (pharmaceutical)and Sigma the other (FMCG). Ebos current EBITDA from CW is A$40 to $50m which is 8 percent of FY23E EBITDA according to FB. Both contracts expire June 2024.

There is also API who are keen to win this business. Sigmas current contract estimated to be worth A$700 to A$800m so would be great to win.

Would CW put all their eggs in one basket. I doubt it.....

Shareguy · Feb 10, 2023, 12:07 PM

Quote from: Shareguy on Jan 13, 2023, 06:35 AMEbos hits record high. Talk of possible inclusion in MSCI standard index.

https://www.nzherald.co.nz/business/market-close-housing-consent-data-buoys-building-stocks/ITFUG4EI5RAYTCD6HROEAIV4IY/

Just released. It's been included. Should be some strong buying.

Shareguy · Feb 22, 2023, 08:23 AM

Expectations 1H23 $.75 EPS and $.58 divi.

Result out soon.

winner (n) · Feb 22, 2023, 08:54 AM

Quote from: Shareguy on Feb 22, 2023, 08:23 AMExpectations 1H23 $.75 EPS and $.58 divi.

Result out soon.

Pretty good forecast of EPS ...came in at 75 cents v your 75 cents

Second half will see ongoing growth ..cool

Don't care about the divie so not disappointed

Shareguy · Feb 22, 2023, 09:53 AM

Well another good result as expected meeting expectation. Nothing I can see on Chemist Warehouse contract. I'm sure will come up on earnings call.

Big increase in Ebitda margin with the superior returns from Life Healthcare aquasition.

OUTLOOK

• EBOS is pleased with the strong earnings growth in the first half of FY23 and we expect another full year of profitable growth.
• EBOS' balance sheet is strong and well positioned to pursue growth opportunities

winner (n) · Feb 22, 2023, 11:10 AM

Quote from: Shareguy on Feb 22, 2023, 09:53 AMWell another good result as expected meeting expectation. Nothing I can see on Chemist Warehouse contract. I'm sure will come up on earnings call.

Big increase in Ebitda margin with the superior returns from Life Healthcare aquasition.

OUTLOOK

• EBOS is pleased with the strong earnings growth in the first half of FY23 and we expect another full year of profitable growth.
• EBOS' balance sheet is strong and well positioned to pursue growth opportunities

We always said watch those margins get heaps better didn't we shareguy .....most didn't believe us.