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6.67%

9.8¢ isentia group limited

Ann: Isentia H1 FY19 Results and Strategy Presentation, page-69

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LT_Investor

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26/02/19

17:39

Post #: 37575790
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Originally posted by asb83: ↑

There we go. I said holding this leading into the result was risky given the track record. It appears to be a value trap. There's a reason it's being snubbed by the market and trading on a relatively small multiple.

There were a few on here predicting the share price to go to 50c purely by meeting guidance. I could have told you they were going to meet guidance. They re-affirmed it relatively recently. The issue is it's a company with a lot of challenges ahead. Anyone in media monitoring will know that margins will continue to be squeezed given the competitive environment they are now in.

That $40m debt is going to be an annoying pimple for many many years to come and remind the company of its past mistakes.

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Like many small cap stocks, let convince biggest holders to raise $30M to pay off debt. This will also allow them to average down.
Volume will then pick up to push us back in ASX300 index so super funds can start to buy in hence sp will likely to go back up.
The company also able to pay dividend. lol
This stock is such a pain. It is likely to trade in the range 24-30c for a long time.

ISD Price at posting: 26.5¢ Sentiment: Hold Disclosure: Held
2 Upvote

0 Great analysis

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