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clock Created with Sketch. 10/04/19
15:04
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Originally posted by Lazarus65
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25c will probably need to see a 12 month forward looking average daily revenue of around $95k per day in revenue @40% or better GM. With $38k/d gross profit and (say) $16.5k/d for opex and another $4.5k/day for integrations (4 integrations a quarter @ $100k per integration)...that leaves an EBIT of about $17 k/day....or a bit over $6m for 12 months (all aud calcs). P/e of 25 is $150m and the (say) 600m SOI fully diluted by then means an SP of 25c and EN10 on the threshold of being "in the money". That level of p/e would not be unreasonable with an implied ROCE north of 30%. may even be higher.
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Originally posted by kellbys
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Yes and those options with a strike price of .25c are a great incentive for management to get the share price over .25c as if they're all exercised it's another $8.5 Million in the bank for EN1.
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I've just started an oppies discussion thread because I think there will be a lot of chatter about them between now and 14th Dec 2020 and it will make it easier to follow the discussion.
