Originally posted by Techmeister
A few facts to ponder:
• Forecast 3330 stores under contract by March 2019 via known agreements
• Existing large contracts and store roll-outs with KFC, Pizza Hut, Dominos...
• Initiated store roll-outs with Burger King and many second tier US chains...
• Major presence in US, Canada, Australia/NZ, Singapore, Cyprus, Israel...
• About to go massive in India - over 1,000 stores
• 3330 stores @ $200 per month = ARR of $8 mill
• Reasonable multiple of hyper fast growth business = x15 (Wisetech = x24)
• Stretch multiple = x20
• Suggests MC 15 x $8 mill = $120 mill
• Or MC 20 x $8mill - $160 mill
• Equates to roughly 50-75+ cents SP
• Always the possibility that more contracts can be added between now and March 2019
Hi,
Sorry I cannot follow.
I heard 15 or 20 times multiples to profits or of EBITDA multiples but I have never heard of revenue multiples. Can you please add some meaningful additions to your comment above?
Why do you suggest that DTS should be traded on a revenue multiple (of 15 or 20) and ignoring the expenses?
Thanks
K