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Author Topic: NWH  (Read 1221 times)

galumay

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NWH
« on: February 22, 2019, 08:48:50 AM »
H1 19 Anotther fantastic half, this business just goes from strength to strength.


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Why will this business be around in 10 years? - Because its one of the best run mining services and infrastructure contractors going around, its survival of the disaster of 2013/14 in the business highlight its resiliance and the quality of management. Its been around for over 25 years.
« Last Edit: May 04, 2021, 08:19:30 PM by galumay »
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galumay

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Re: NWH
« Reply #1 on: August 23, 2020, 04:12:28 PM »
FY2020

Another great year, record revenue, record profit, terrific business.
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galumay

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Re: NWH
« Reply #2 on: February 18, 2021, 05:24:58 PM »
H1 2021, tough half for NWH, Covid impact on employee & contractor costs was significant, also P&E and materials costs were up significantly reflecting the increase in scale of the business. This meant that although revenue increased significantly (45%), there was a drop in NPAT of about 12%. Market dumped it down 17% on release. Tempted to top up at that price, although its only back to where it was in November. But I believe the numbers will look so much stronger by the EOFY and following periods.


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galumay

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Re: NWH
« Reply #3 on: August 20, 2021, 04:37:35 PM »
As expected results strengthened into HY2 and the FY 2021 results were quite good, market certainly liked them pushing price significantly higher. Happy I topped up recently.

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galumay

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Re: NWH
« Reply #4 on: February 19, 2022, 02:29:25 PM »
H1 2022

Looking like the recovery for NWH continues, despite the headwinds of Covid it has had a very good half.

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galumay

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Re: NWH
« Reply #5 on: February 22, 2023, 10:34:26 AM »
H1 2023 NWH continues to grow, obvious impacts from increased costs/lower margins but still doing ok.



company explanation



« Last Edit: February 22, 2023, 10:36:40 AM by galumay »
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galumay

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Re: NWH
« Reply #6 on: August 17, 2023, 08:50:01 AM »
NWH with very good results for FY2023. Such a well run business. Happy hodler. Will look at the report in detail later,



EDIT- its not nearly as good as out looks, "Normalised Earnings" is Bullshit Earnings, EPS is down 5% on PRP & 13% down on PRP before restatement for reporting fuck up. Actually a red flag for me for a management team that has been previously impeccable IMO.
« Last Edit: August 21, 2023, 04:12:03 PM by galumay »
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galumay

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Re: NWH
« Reply #7 on: February 15, 2024, 08:09:39 AM »
A solid HY for $NWH, the report as usual, clear and concise. I like that they credit external factors for most of the positives rather than claiming management expertise! Divvies backed to franked & nearly equal to my cost basis!



 
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