cant compare a blue chip like MYOB with a small cap like...

  1. 88 Posts.
    cant compare a blue chip like MYOB with a small cap like Touchcorp, which has no certainty of revenue...

    MYOB , hope it has a tight free float, and provided PE is low 20s CY15, it should stag 10-15%..waiting for details after easter.

    cant see more than 10-15%, myob pretty full value in the mid 20s pe esp with competitors like xro

    the $2bn to $3bn figures are enterprise value valuation, which includes debt. taking out debt, its 1.6 to 2.6 bn valuation.
    Last edited by middlepath: 29/03/15
 
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