Australia's largest stock trading and investment forum Australia's #1 stock forum

BUD

Click for more information

0.00%

4.3¢ buddy technologies ltd

What would we do without you Ronnie

First 46 Last

Share
Profile

Follow
McKhenry

726 Posts.

64

03/03/19

20:36

Post #: 37637088
Share

Originally posted by 1ronnie: ↑

Equity Story talks about sp falling due to market uncertainties if or whether the LIFX will proceed, but I am thinking it is falling because the numbers don't stack up post-acquisition. The price is too steep for BUD to take on - the irony is when the business has no revenues, everyone focuses on revenues and revenue growth but when the business gains revenue, it looks at EBITDA , profit and cashflow, otherwise stocks like BIQ and CM8 would have prospered. At the beginning, the revenue emphasis mattered because people perceive that when the revenues roll in with y-o-y large revenue growth, EBITDA positive is a given. So revenue only matters if its growth is perceived as being capable of turning the business into positive cashflow- positive cashflow provides assurance of no future rounds of CR.
As my analysis indicate in my previous post, I don't see it happening for at least 5 years and LIFX margins are too low for the business to be profitable anytime soon.

Expand

What would we do without you Ronnie

BUD Price at posting: 6.7¢ Sentiment: Buy Disclosure: Held
6 Upvote

0 Great analysis

Reply

Top Stories

WCN

White Cliff Minerals bags lucrative Canadian deposit at Rae Copper

MIN

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

History-making uranium sample grades and an imminent drill run. Infini Resources is poised to transform in 2025

ACW

This biotech stock raised $11M in a risk-off environment. Its Alzheimer's drug could change the game

WC8

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

There are more pages in this discussion • 10 more messages in this thread...

First 46 Last

Add BUD (ASX) to my watchlist