BigAir HY14 numbers (BGL)

BigAir released their HY14 numbers today, and while the topline numbers are growing at a steady rate (19% against PCP) the bottom line continues to accelerate with NPAT up 44% and operating cash flow up 25% to $5.6m. My concerns around a different balance sheet profile don’t seem too big a deal now as management … More BigAir HY14 numbers (BGL)

Warren Buffett’s 2013 letter to investors has been released

You can find a copy here: http://www.berkshirehathaway.com/letters/2012ltr.pdf I’ve been reading the Buffett letters for years, and have read the historic reports dating back to 1977.  My main interest is the colour Warren puts on his approach to a manager, and his openness with investors.  He uses increases in book value against the S&P500 as a yardstick … More Warren Buffett’s 2013 letter to investors has been released

Colorpak HY13 numbers (CKL)

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 … More Colorpak HY13 numbers (CKL)