External broker reports(aggregated public sources), Taylor Collison

Taylor Collison

Taylor Collison is a leading financial services firm, providing advice & wealth creation strategies to private & institutional investors and corporate clients throughout Australia. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

External broker reports(aggregated public sources)

Equity Bottom-Up

<ul><li>OB Media’s growth is dictating EGG’s growth profile with OB contributing 62% of EBITDA growth in 1H22 and now makes up a third of group EBITDA, despite only 51% ownership.</li><li>Notwithstanding an increase to its fixed cost base, OB Media further expanded EBITDA margin (to 77.3%) with the people-lite, digital business helping to mitigate the impact of wage inflation across the rest of the group.</li><li>Importantly, the more mature business units all continue to perform well with Hotwire and BMF growing revenue 20%+ and 30% respectively</li></ul><div><div><div id="ember2813"><div><div><div><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p></div></div></div></div></div></div>

OB Media’s growth is dictating EGG’s growth profile with OB contributing 62% of EBITDA growth in 1H22 and now makes up a third of group EBITDA, despite only 51% ownership.Notwithstanding an increase to its fixed cost base, OB Media further expanded EBITDA margin (to 77.3%) with the people-lite, digital business helping to mitigate the impact of wage inflation across the rest of the group.Importantly, the more mature business units all continue to perform well with Hotwire and BMF growing revenue 20%+ and 30% respectivelyContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Enero Group (EGG): OB Media, The Jewel in The Crown

Enero Group Ltd

Enero Group (EGG): OB Media, The Jewel in The Crown