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

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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

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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%

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