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14/09/18

00:15

Post #: 35590943
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Originally posted by eddyble ↑

Yeah - i mean assuming an arms length transaction and fair market value for Zunos (the acquisition cost is most likely far higher than fair market value but let's assume fair value) the deal does seem a bit too cheap unless you account for debt (which is reasonable to do so). Moreover, Rev =/ Profit and seeing as Zunos was a private company, it's pretty difficult to determine profitability. Either way the odds are a high amount of op expense or high debt or both.

In theory if the operating expenses are low for Zunos, ARR is high but Debt is high then operating income (EBIT) could be neutral by December but it really wouldn't do too much for NPAT.

Either way, my opinion is that revenue neutral is possible by December albeit unlikely and if it is neutral, the bottom line profits won't really be too different if not a bit worse.

I think there are a few too many unanswered questions and am happy to spectate for now - i'll report back with what they say RE: rev neutral by Dec.

p.s i imagine BTH would assume the debt

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please share the response when you receive it, thanks

BTH Price at posting: 28.5¢ Sentiment: Buy Disclosure: Held
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Last 17.5¢		Change 0.010(6.06%)		Mkt cap ! $135.5M

Open	High	Low	Value	Volume
17.0¢	17.5¢	16.8¢	$30.81K	181.4K

Buyers (Bids)

No.	Vol.	Price($)
10	673917	17.0¢

Sellers (Offers)

Price($)	Vol.	No.
17.5¢	1382146	13

View Market Depth

No.	Vol.	Price($)
1	23441	0.450
2	15506	0.440
2	31118	0.435
1	10000	0.430
1	15000	0.425

Price($)	Vol.	No.
0.455	8703	1
0.460	44183	3
0.465	5534	1
0.470	101613	2
0.475	24341	1

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