AM is the crown jewel, not this:while a nice steady earner, its...

  1. 4,082 Posts.
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    AM is the crown jewel, not this:
    https://hotcopper.com.au/data/attachments/6786/6786929-60753e78f121830e4ceec70f7a01eb97.jpg
    while a nice steady earner, its the sideshow at best!

    sick of hearing how the other two sides shows could be better and offer greater ROE than AM's ~$1bn in REVENUE (vs a lame $187m corp trust revenue) and the very heart of what PDL + PPT do (the sole aim, purpose and moto).

    A crown jewel that barely provides $85m profit BEFORE tax. confused.pngtongue.png

    simple. ~$900m AM revenue, cut costs below $500m, there's $400m profit before tax, or $315m (370%) of the "crown jewel" above tongue.png

    wow - and he worked there, as part of the investment team! confused.pngtongue.png

    but agree with >$30 a share - easy.....

    now where is that revised offer??!!
    Last edited by mickeebee: 05/02/25
 
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