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Month: February 2013

Profit taking

Posted on February 28, 2013 by Leon

As this week I’m now eligible for the 12 month CGT discount, I’ve been waiting to sell off my Supply Network (SNL) shares at $1.60, and today the order filled.  I began buying SNL at 42c, however this block cost me 89c – giving me a mere 80% profit for the period.  Not bad!  …

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BigAir – HY13 numbers (BGL)

Posted on February 19, 2013 by Leon

BigAir today put up their HY13 results, and while I (and so it would seem, the market) was expecting better, the results are still solid: Revenue $15m (up 36%) EBITDA $5.5m (up 20%) NPAT $2.37m (up 15%) Operating Cash Flow $4.48m (up 19%)   What we see is a business priced at $100 million, with…

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Colorpak HY13 numbers (CKL)

Posted on February 11, 2013 by Leon

Colorpak’s HY13 results were released recently, and are now giving a picture of what the entity will look like post-consolidation.   HY13 figures are as per below: Revenue: 92.7m EBITDA: 10.7m (11.5%) NPAT: 4.7m (5.1%) EPS: 5.8c   On the surface, it appears Colorpak have transitioned quite well through the CHH acquisition, emerging with a…

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