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
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