The numbers are right, if:
- The market considers EV/EBITDA of 10 'fair' for a business like this. There are many far better value companies on the ASX, in my opinion.
- We believe the company's revenue forecast and assume a sliver of improvement in operating margin - very doable if the 15% revenue growth materialises.
- The $15m investment in new plant flagged in the investor presentation doesn't spook the market as perhaps it should.
It may get to 45c, but if we're lucky enough to see that I'll have sold out well before then.
Ann: Full Year Results - Investor Presentation, page-3
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Last
14.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $60.80M | |||
| Open | High | Low | Value | Volume |
| 14.5¢ | 14.5¢ | 14.0¢ | $18.98K | 135.1K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 173364 | 14.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 14.5¢ | 278210 | 4 |
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| Last trade - 16.10pm 22/11/2024 (20 minute delay) ? |
| BOL (ASX) Chart |
