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Thanks for the numbers Stlamc. Yes competitive risks remain but...

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ormond

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27/11/14

06:13

Post #: 14360895
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Originally posted by stlamc ↑

Just running by more numbers on ICU.

FY14 NPAT*: 1.59M
EPS: 2.07cps (i.e. 1.59M/76.747M shares)
P/E: 10.63
PEG: .43**

* apparently no tax liability, so FY14 NPBT=NPAT
** PEG is based on my NPAT growth estimate of 25%. That's a huge growth rate, but seems to be conservative because:
(a) 53% avg NPAT over past 5 years
(b) 26% avg revenue growth over past 5 years
(c) Nov 2014 guidance: "We looking to maintain historical Y-Y growth"

Although these numbers are amazing, be very cautious. Past growth is a difficult predictor for start-ups and micro businesses. Also, ICU's business model has been very good over the past 2-3 years, but several factors cold derail it. Examples include severed relations with a major partner ( Huawei, Public Bank), entry of a global competitor (e.g. Google or Apple payment systems), and/or sudden shift in consumer preferences (entertainment stars/brands).

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Thanks for the numbers Stlamc. Yes competitive risks remain but first mover advantage in emerging markets of Malaysia and Indonesia gives ICU a great head start in the competitive race. And at least its profitable which is more than can be said for many listed tech plays.

ICU Price at posting: 22.0¢ Sentiment: Buy Disclosure: Held
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Last 0.2¢		Change 0.000(0.00%)		Mkt cap ! $2.131M

Open	High	Low	Value	Volume
0.2¢	0.2¢	0.2¢	$294	147.0K

Buyers (Bids)

No.	Vol.	Price($)
15	9344692	0.2¢

Sellers (Offers)

Price($)	Vol.	No.
0.3¢	500000	1

View Market Depth

No.	Vol.	Price($)
1	2284	0.012
1	250000	0.008
1	250000	0.005
0	0	0.000
0	0	0.000

Price($)	Vol.	No.
0.013	55000	1
0.015	159980	2
0.017	302182	1
0.018	2000000	1
0.020	100000	1

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