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DSK·24 days agoThe Candle That Keeps Burning: A Six-Month Check-In on Dusk Group

Having looked at this, I cannot see FY26 revenue beyond $144m and NPAT of $5m giving an eps of 8c and a FF divvy of 6c. Its good if you seek an income stream but there are the risks of discretionary retail at a time when that risk is growing, not abating.

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AQZ·about 1 month agoExcellent management with a great sense of buying capital assets at the bottom of the cycle and deploying them against solid revenue streams

Given events over the past 6 months of no resolution to the problems at hand I have reduced my fair value to $0.94

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HIT·about 1 month agoA baby being thrown out with the AI bathwater?

The company itself has flagged a slower, more competitive market. Interestingly it referred to its strong cash balance and its ability to buy struggling competitors.

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AQZ·7 months agoExcellent management with a great sense of buying capital assets at the bottom of the cycle and deploying them against solid revenue streams

The shock FY26 profit downgrade of 7/11/25 forces me to review my intrinsic value from $3.91 bank to the latest - and fully tested - net tangible asset per share of $2.92. The market has overreacted to A 20% profit downgrade by punishing the share price by 42%.

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