Sections
Title | Starting Page | Number of Pages |
---|
Overview | 1 | 1 |
Business model | 1 | 1 |
Contracts for both PM HIP manufacturing and C103 in train | 1 | 1 |
Base-case DCF valuation is $1.16/share, fully diluted | 1 | 1 |
Table/Chart: Historical earnings and RaaS’ forecasts (in A $m unless otherwise stated) | 1 | 1 |
Table/Chart: Share Details | 1 | 1 |
Graph: Share Performance (12 months) | 1 | 1 |
Upside Case | 1 | 1 |
Downside Case | 1 | 1 |
Catalysts | 1 | 1 |
Table/Chart: Key Points From Q1 FY25 Results Release | 2 | 1 |
Key points from Amaero’s Q1 FY25 results release are set out below: | 2 | 1 |
Earnings Forecast Changes | 2 | 1 |
Table/Chart: Exhibit 1: Earnings adjustments FY24f-FY27f (in A $m unless otherwise stated) | 2 | 1 |
DCF Valuation | 2 | 1 |
DCF Valuation (CONT) | 3 | 1 |
Table/Chart: Exhibit 2: DCF valuation (in A $m unless otherwise stated) | 3 | 1 |
Table/Chart: Exhibit 3: Financial Year Financial Summary | 4 | 1 |
Table/Chart: Exhibit 4: Calendar Year Financial Summary | 5 | 1 |
Broker/Analyst Information | 6 | 1 |
Our general advice service | 6 | 1 |
How are we paid? | 6 | 1 |
Associations and Relationships | 6 | 1 |
Complaints | 6 | 1 |
Professional Indemnity Insurance | 6 | 1 |
Disclosure | 7 | 1 |