Ann: Ookami signs collaboration agreement with NCX, page-23

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Froggy181

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15/02/18

15:42

Post #: 31082401
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Originally posted by exberliner1 ↑

I am a partner in a bank that owns a VC fund focused on early stage tech and IT start ups. We base our valuations or creating various scenarios and cashflow forecasts / IP valuations for each scenario and then go out and raise the funds from investors.

This works very well until a quoted company enters the equation as then all cashflow forecasts go out the window and potential investors just look at the market cap of the associated quoted company and use that for their own valuations.

If our VC fund were quoted then it would be a real pig to run as the value of the unquoted investments would have to be less then the market cap of the holding company which can cause a both a virtuous circle or as in this case a vicious circle if you look at the SP

Being associated with a listed company is not always a bed of roses for the unqoted company as it can negatively affect the unquoted company's valuation if the quoted holding company is not performing with regard to its share price.

I suspect OOK's sp will languish until such time as one or other of the unquoted companies starts generating cashflow that reaches the bottom line of the holding company or one or more of the unquoted companies signs big contracts that will generate cashflow in the future and thus be the basis for an NPV calculation.

I think management need a financial PR firm to bang the drum on forward valuations for both bron.tech and Akela in addition to Otsana.

OOK remains on my watchlist but I would like to see more easy to understand communication from management and separate articles and research on both bron.tech and Akela investigating the upside for each. After all once potential investors understand each component part of OOK then they will understand the whole and that is what will send the SP up.

EB

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Any ideas on what types of business they would be looking to add to get to the ecosystem they are talking about? They are involved in Akela, Bron.tech and now NCX, all different but can work together in the new world. Any ideas on what they will add next?
My understanding is they own Akela, 18% of Brontech and NCX is a collaboration agreement to be part of the OOK ecosystem.

OOK Price at posting: 6.8¢ Sentiment: Hold Disclosure: Held
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Add OOK (ASX) to my watchlist

Ann: Ookami signs collaboration agreement with NCX, page-23

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