Ann: Indicative Acquisition Timetable, page-200

As usual , another brilliant post by @forrestfield !


"...WE ARE BECOMING INTIGER... and that's enough for me for now...

On the other hand,
Meeting notice is now due on or about 6 April which means somewhere between 1 April and 10 April...
Lodgement of prospectus on or about 15 April which means somewhere between 10 April and 20 April....

In other words they can hide information for another 2-3 weeks and then they have to lodge the prospectus... The prospectus although might not explain everything but it would have sufficient information.
At this stage we will know if the IPO is underwritten by Cicero as mentioned in the acquisition announcement.."

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And @Pancakes has said: : Derisked !

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Brief notes:


1) $40m NPAT, aggregate

For MFisher to gain his perf.shares, he MUST achieve 4 milestones, before 30 June, 2019:

*$1m +3m +7m +30m

= *$41m, aggregate NPAT

MF is conservative, crazy or super-confident ?!
Imo, all of the above
*Otherwise he loses Intiger to MW and his fans (us=).

http://www.asx.com.au/asxpdf/20160121/pdf/434hlkl1k7swcq.pdf
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2) F.Planning industry

$182B revenue

18,000 players

Intiger needs to do business with just the top 20% -30% players (2600 - 5400) who contribute
80% to 90% of those revenue. Forget abt the rest.
Small tiny crumbsss from them, processing SoAs, will be very fattening for Intiger bottom line and shh.

(We know for sure AMP is in. Who is next?)



3) Mkt Cap

MCis fwd looking, usually 2-3 years ahead.

You can apply PEG of 30 to 50 (depends on Month-on-Month growth) for a
young, exponential-growing fintech

( $1m to $30m NPAT in 3 years is exponential.
Right?).



4) To cut the long story short:

5c-10c ST to MT,
and
10c-20c MT to LT, is within reach


Dyor. Imo.
Happy for all estimates to be corrected.

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@Tcell ,
i owe you an apology.
Best wishes to all your investments!