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6.67%

9.8¢ isentia group limited

Dont disagree on valuation grounds. However, ISD is no great...

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Maybe_111

404 Posts.

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23/02/19

16:11

Post #: 37542563
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Originally posted by 8horse: ↑

Three years ago, revenue excluding closed King Content was $135m, market cap peaked at $1 billion with net debt $47m; institutions were all over ISD.
Currently, market cap is off 94%, down to $55m; many institutions exited, but US based fund-Gilead (30.8m with average cost $1.12/share), Spheria Asset Management (22m), Adam Smith Asset Management (14m) still hold.

Given new management team just arrived, and first sign of improvement, $55m market cap (EV $96m, EBITDA $22m), it should be a good bet. There’re many ASX speculative tech stocks bleeding cash but being valued at much higher than ISD.

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Dont disagree on valuation grounds.

However, ISD is no great tech play. It needs tech to make a transition to stay competitive though. Core business is bleeding badly.

ISD Price at posting: 27.5¢ Sentiment: Hold Disclosure: Held
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