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As incremental growth begins to slow on a PDL business with 700 staff and purchasing $100m+ of PDLs annually, profits should gush to the bottom line. Here's a slide from the same company several years ago, with purchasing and NPAT numbers overlaid. (5/5)pic.twitter.com/mmEa5N9YQS
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When growing quickly, one should expect NPAT to lag. 1. First you increase building capacity 2. Then you recruit and train staff 3. Then you increase PDL purchasing 4. Increased collections should follow 5. Then you get the profits (4/5)pic.twitter.com/RaWpViUFnv
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Segment NPAT was only AU$3.3m (8.5% of group) for the half. Expansion costs are currently concealing profitability. Though, management is not hiding behind this excuse and making the cost-to-collect metric transparent for everyone to see. (3/5)pic.twitter.com/TCpr8QJjHv
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It's all about the US PDL story. Since 2016, the company has been busy increasing staff and PDL purchases. The expectation is to further increase staff numbers from 414 to 700 over the next 18 months. With an estimated 3.5% market share, there's a lot more room to grow. (2/5)pic.twitter.com/G2g6QOTGSm
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$CCP.AX was again early in kicking off reporting season. Overall it was an uneventful set of numbers that are inline with expectations. The Baycorp acquisition and easing competition has seen the AU/NZ PDL business return to growth. All three divisions are now firing.$CCP (1/5)pic.twitter.com/sD2RSixpGo
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A report on
$ANO has been doing the rounds recently. The depth in which it covers the history of the company, manufacturing process and international competitors is top notch.$ANO.AX https://valueinvestorsclub.com/idea/Advance_Nanotek_Limited/7700316588 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
From 0 to 75% share in just a few years. The churn event happened when the RBA decided to cap card interchange fees. This caused the incumbent big 4 banks, which had high overheads and underinvested products, to head for the exit.
$EML was ready and waiting. The rest is history.https://twitter.com/RonShamgar/status/1216834300772900864 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Happy new year, and wishing you a fun and successful 2020!
Here’s my 2yo crossing a shallow moat and going for the castle.pic.twitter.com/in5dUSEfDG
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* US accounts for 60% of revenue and growing. I'm using this as a proxy for the group results. ** There's a few assumptions here. The main one: No spike in costs as the company prepares for the capacity increase in January.
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Three weeks ago,
$ANO management mentioned that November was a record month, and they would record EBIT of $1.2m+. December looks to be another record* and they should bank the same** again, bringing EBIT for 1H FY20 to $5.0m+. Leading indicators can help keep you a step ahead. https://twitter.com/mushroompanda/status/1179878986286944256 …pic.twitter.com/SU2mDgbnuh
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One of the best interviews from recent memory, and a great listen for any serious investor. I’ve added a few more books to the reading list!https://twitter.com/RaskAustralia/status/1203841729901797376 …
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Intel had one of the widest moats in the 90s-00s. But now it’s as narrow as it’s ever been. Missed smartphones, lost in tablets and cellular, getting rocked in PC gaming, and now threats are coming in the data centre.https://aws.amazon.com/blogs/aws/coming-soon-graviton2-powered-general-purpose-compute-optimized-memory-optimized-ec2-instances/ …
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Big takeaway from the AGM is that 91% of PFS's business - digital banks, B2C, government, NGOs, multi-currency -
$EML currently has little to no presence in. Big opportunity with uplifting the rest of the group, and chasing new verticals in USA and ANZ.https://www.youtube.com/watch?v=doOX7YHdW4o …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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The ASX needs to get out of the business of selling trivially basic data used by shareholders to keep informed. Announcements, prices data, short interest, etc should all be open APIs, free for anyone to utilise and build on top of.https://twitter.com/shortmancomau/status/1196003396601270273 …
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Now
$EML themselves have been re-rated due to a sustained period of successful execution. They are using this to their advantage by acquiring PFS on a comparatively lower multiple to improve their own GPR vs G&I mix. A masterclass display of adaptation and exploitation. (4/4)pic.twitter.com/j5afkBfuZm
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Armed with the reloadable capabilities developed in Australia,
$EML was able to chase opportunities in these new, larger geographies - mainly in the betting and funds dispersement verticals. (3/4)pic.twitter.com/m4ef3bXVCw
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GPR businesses were desirable but expensive to acquire for a fledgling microcap. So they pursued geographical expansion in the EU and US by acquiring cheaper G&I only businesses (Store Financial UK and USA). (2/4)
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The progression of
$EML's acquisition strategy is interesting. Management articulated years ago that card businesses in the General Purpose Reloadable (GPR) space traded at higher multiples than Gift & Incentive (G&I) peers, due to their reloadable and scalable nature. (1/4)pic.twitter.com/cmKiFDLyP8
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