Added to YB: 2026-01-09
Pitch date: 2026-01-01
TEA.AX [neutral]
Tasmea Limited
-11.14%
current return
Author Info
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Company Info
Tasmea Limited provides shutdown, maintenance, emergency breakdown, and capital upgrade services in Australia.
Market Cap
AUD 960.3M
Pitch Price
AUD 4.22
Price Target
6.30 (+68%)
Dividend
3.25%
EV/EBITDA
12.85
P/E
16.10
EV/Sales
1.97
Sector
Construction and Engineering
Category
value
Buffetts Disciple 2025 Year End Portfolio Update | 90.23% YTD - Tasmea Limited
TEA.AX (holding update): Roll-up strategy in specialized services for commodities, 95% recurring revenue, trades 14x forward P/E implying significant earnings growth. Recent WorkPac acquisition caused selloff but highly bullish - expect 50%+ upside this year from mispricing.
Read full article (1 min)