What is compelling: And notably you haven't you haven't read...

First 73 Last

Bayswaterguy

1,738 Posts.

105

05/03/19

13:23

Post #: 37657195

Originally posted by 1ronnie ↑

A smart lighting business like LIFX ought to be operating at a substantially higher gross profit margin as it is in the niche premium end of the market. Beacon (BLX) for instance has a 65% GP margin.
Notably the GP margin of LIFX dropped from 35% in 2017 to 28.8% in 2018, and a drop in margin usually reflects higher competitive forces at work.

Column 1 Column 2 Column 3

1 BUD/LIFX BLX

2 Shares issued 1,797.05 218.16

3 Stock price $ 0.067 $ 1.150

4 Market cap $ 120.40 $ 250.89

5 Annual Revenues $ 40.00 $ 256.60

6 Market cap/rev 3.01 0.98

7 Net Profit/ (Loss) -$ 22.37 $ 23.30

8 Gross Profit Margin% 28.8% 64.9%

In contrast to BLX, the numbers from the combined BUD/LIFX business does not look compelling from a valuation perspective.

Expand

What is compelling:
And notably you haven't you haven't read Beacon's H1 FY2019 recently. Mentioning LIFX in their Highlights and their Growth Strategies about a week ago.
You think Beacon has made a mistake in their valuation perspective of LIFX Ronnie?

https://hotcopper.com.au/threads/an...627513/page-306?post_id=37546855#.XH3aSKjZU0M

BUD Price at posting: 6.4¢ Sentiment: None Disclosure: Held

1 Upvote

0 Great analysis

Top Stories

MIN

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

ACW

This biotech stock raised $11M in a risk-off environment. Its Alzheimer's drug could change the game

History-making uranium sample grades and an imminent drill run. Infini Resources is poised to transform in 2025

WC8

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

NWH

"A punch in the face": HotCopper users unhappy with NOVONIX's 60cps raise

There are more pages in this discussion • 145 more messages in this thread...

First 73 Last

Add BUD (ASX) to my watchlist

	Column 1	Column 2	Column 3
1		BUD/LIFX	BLX
2	Shares issued	1,797.05	218.16
3	Stock price	$ 0.067	$ 1.150
4	Market cap	$ 120.40	$ 250.89
5	Annual Revenues	$ 40.00	$ 256.60
6	Market cap/rev	3.01	0.98
7	Net Profit/ (Loss)	-$ 22.37	$ 23.30
8	Gross Profit Margin%	28.8%	64.9%

What is compelling: And notably you haven't you haven't read...

Top Stories

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

This biotech stock raised $11M in a risk-off environment. Its Alzheimer's drug could change the game

History-making uranium sample grades and an imminent drill run. Infini Resources is poised to transform in 2025

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

"A punch in the face": HotCopper users unhappy with NOVONIX's 60cps raise