Couple of things about this stock it would be good to get some alternate opinions on:
1. NBN Risk - As BigAir owns it's own network (doesn't rely on Telstra) the introduction of the NBN will result in a loss of demand and deteriorate organic growth.
2. Has been trading lately around 20 times earnings, so people are factoring large growth rates. However organic growth based on last earnings announcement was more like 9%, so the current market valuation relies on BGL extrapolating synergies from recent acquisitions.
3. EBITDA margins bombed after last earnings announcement, so it is evident they are still to strip out costs after the acquisition of Allegro and Link. Are the synergies as large as implied?
What do you think?
bigair - very strong / getting set??, page-12
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Last
$1.44 |
Change
-0.395(21.6%) |
Mkt cap ! $1.689B | |||
| Open | High | Low | Value | Volume |
| $1.40 | $1.46 | $1.33 | $113.8M | 80.16M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 144224 | $1.44 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.44 | 285910 | 2 |
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| Last trade - 16.10pm 26/07/2024 (20 minute delay) ? |
| BGL (ASX) Chart |