Normal
Re: IMF - Bentham IMFAnyone have some further views? Trades hit $2.19 briefly this morning. Up nearly 30% from its low six months ago.I understand the full year result is out tomorrow. Looks like NPAT could be nearly double last year, which would immediately pull the P/E down. Probably a final dividend of another 5c. Case book steady at $2 billion, which the company predicts will resolve fairly evenly throughout 2015-2017. International expansion marching on, new external CEO coming on board next year but the old guard sticking around, another independent director added last December, Wivenhoe Dam proceedings commenced. Good foundations for a much bigger business in future. Provided these blokes can maintain their historical win rate (95%+), this could be a very lucrative story.The above is simply my opinion
Re: IMF - Bentham IMF
Anyone have some further views? Trades hit $2.19 briefly this morning. Up nearly 30% from its low six months ago.
I understand the full year result is out tomorrow. Looks like NPAT could be nearly double last year, which would immediately pull the P/E down. Probably a final dividend of another 5c. Case book steady at $2 billion, which the company predicts will resolve fairly evenly throughout 2015-2017. International expansion marching on, new external CEO coming on board next year but the old guard sticking around, another independent director added last December, Wivenhoe Dam proceedings commenced. Good foundations for a much bigger business in future. Provided these blokes can maintain their historical win rate (95%+), this could be a very lucrative story.
The above is simply my opinion
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