IME 4.11% 38.0¢ imexhs limited

I built a valuation matrix for IME off that slide. Essentially...

  1. 1,160 Posts.
    lightbulb Created with Sketch. 131
    I built a valuation matrix for IME off that slide. Essentially IME's SP if its normalised to peer levels. Also includes a discounted line assuming Latam domiciled/focus business limits valuation potential. For the ARR (FY19) section, I have used my own forecasts for PME and VHT, with IME based off its current TCV of $14.5m. From $0.045, the SP has a way to run without even factoring any higher TCV or material contract wins.

    Capture.JPG

    For PME in the preso, I note their contracted rate is 80% of typical volume so its usually 20% higher thus their multiple is in the 6x range rather than 8x range.
    Last edited by BkrDzn: 23/10/18
 
watchlist Created with Sketch. Add IME (ASX) to my watchlist
(20min delay)
Last
38.0¢
Change
0.015(4.11%)
Mkt cap ! $21.89M
Open High Low Value Volume
38.0¢ 38.0¢ 38.0¢ $13 35

Buyers (Bids)

No. Vol. Price($)
1 8108 37.0¢
 

Sellers (Offers)

Price($) Vol. No.
38.0¢ 17132 1
View Market Depth
Last trade - 10.57am 04/12/2024 (20 minute delay) ?
IME (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.