LachyGoose

Honk Honk

[LachyGoose @LachyGoose_]

@mondyinvest @pup_st Guided ~$10m EBIT improvement. No $16m tax payment. Rest from lower maintenance capex and less restructuring one-offs.

[LachyGoose @LachyGoose_]

@mondyinvest @pup_st I think FCF will be breakeven. Hard to know net cashflow.

[LachyGoose @LachyGoose_]

@mondyinvest @pup_st The 2H cost base was better and guiding to further savings in FY27. That tax payment shouldn't be recurring. They're through most of the equipment replacement and guiding to capex lower in FY27. One-offs and war inflation a risk but I think its better than these numbers. Thanks.

[LachyGoose @LachyGoose_]

@mondyinvest @pup_st How you getting $65m burn in FY27?

[LachyGoose @LachyGoose_]

@DerekFranc90653 Looking forward to seeing you back this rent stuff up with some data!

[LachyGoose @LachyGoose_]

@chrisbrycki Can you please cite the data showing rents are increasing faster post-budget?

[LachyGoose @LachyGoose_]

@TheRealDavey2 How is this bad governance or gaming? It prioritizes people already here, in sectors we need first. It will reduce the inflow of people.

[LachyGoose @LachyGoose_]

@puppyeh1 $62.5m operating EV for $2.7m of EBIT?

[LachyGoose @LachyGoose_]

@alisterberkeley @cjoye How do you propose we combat wealth inequality then?

[LachyGoose @LachyGoose_]

@mondyinvest I think the pension fund gets paid here.