Tauranga Investments on Clover Corporation (CLV)
主要经营地 AU
详细生意模式 鱼油/omega-3营养品制造。H1收入$44.1M(+17%),净利+43%,毛利率36%。厄瓜多尔facility供30% fish oil。
护城河 🟢中：自有厄瓜多尔facility+产品创新+margin扩张
估值水平 PE 14.0x, EV/EBITDA 8.3x(同行15-25x)
EV/Market Cap EV AUD 114.7M / MC AUD 123.7M
网络观点 H1强(rev+17%,NPAT+43%,margin 36%)。新产品mix提升。ARA sales boost。28%月涨。作者在$1.15上方trim。Ecuador安全风险。
AI观点 H1 impressive但H2指引平淡($48-52M vs prior $48.4M=flat)。Ecuador风险真实。PE 14x已incorporate growth。Wait for dip。
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