Reflecting on the Bell Potter report - June 2018
https://dropsuite.com/wp-content/uploads/bell_potter_desk_analysis_dse_june-2018.pdf
Bell Potter felt DSE was growing briskly and would hit 750,000 users by March 2019 - delivering around $8 million in revenue and around $800K in EBIT.
They acknowledged that UOL could deliver a massive spike in users suggesting it could double the ARR.
From May 2018 DSE had 121 platform reseller partners; from today's presentation they have 145 partners.
Bell Potter's valuations:
Using ARR of $8.3 million / and a x11 multiple / gives SP of 17 cents
They noted that Wisetech had an ARR multiple of x22 - if that were applied to DSE then SP would be 34 cents
Ann: Investor Presentation, page-19
-
- There are more pages in this discussion • 45 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add DSE (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$4.10 |
Change
0.060(1.49%) |
Mkt cap ! $239.5M | |||
| Open | High | Low | Value | Volume |
| $4.02 | $4.12 | $4.02 | $142.5K | 34.81K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 2400 | $4.09 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $4.15 | 537 | 1 |
View Market Depth
| Last trade - 16.10pm 26/11/2024 (20 minute delay) ? |
| DSE (ASX) Chart |
