EBO-Ebos

[entrep]

cpanel got hacked which is a control panel for millions of websites worldwide.

[Shareguy]

Ebos is my largest NZX position by a long way after doubling down today. I just think it's great buying for long term holders.

Craigs thought the investor day had no real surprises and

Overnight Stephen Ridgewell has reiterated the Overweight recommendation on EBOS following its Investor Day in Sydney last week – the stock is simply "Too cheap to ignore" and we don't disagree – EBO has morphed from a defensive growth stock trading on a 23x PE to a yield stock trading on a 14x PE and 6% net yield following a +50% share price decline from its peak of $46.50 in March 2023 to its close yesterday at $21.80

[Basil]

10 year EPS CAGR of only 5% is not that impressive.  Consensus FY26 PE is 14.8 which seems about right for a company growing at such a modest rate, (noting from my earlier analysis and post their most recent 5 year EPS CAGR is only 3.3%).  I think it was egregiously overpriced at $40+ and has now come down to about fair value, mind you I thought that at $26 but did caution about buying more in the downtrend at that time.  Its not what I would call bargain / compelling value now but it may have bottomed looking at the chart so its better from a TA point of view now, that's for sure..  Quite frankly I think Craigs and others are probably pretty busy trying to cover their backside on why they got it so wrong calling it a BUY at $40+.  Referencing back to an egregiously overpriced point and saying its really cheap now compared to before, doesn't carry any objective weight with me and speaks to probable confirmation bias.  That's how I see it but good luck mate.  https://www.marketscreener.com/quote/stock/EBOS-GROUP-LIMITED-6494459/