IMS 0.00% 69.0¢ impelus limited

could this go to $200M in revenue in FY18?, page-2

  1. 1,434 Posts.
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    Wolf that's not a bold statement, that's precisely what's about to happen according to Thorpey.

    Yes we only have 24 million people and our revenues are still growing very well.

    The U.K. in my view has delivered a very impressive $4 mil approx with $2.6 mil from Punch performance marketing which may prove to be the big surprise along with their DCB revenues.

    There is risk of whether MBE can grow their revenues OS, no question. But the success of their UK launch in 12 months from zero proves they know exactly what they are doing.

    So we now have a customer base of over 500 million instead of 24 million with the same products driven from their SYDNEY headquarters. Not a bad pool to dig into the punters pockets with 6 times the conversion rates over credit cards.

    The telcos would not bother letting a small Aussie company come onto their secure billing platform if they thought they would receive $3.50.

    Nor would the CBA and the many other funds including international funds invest if they weren't convinced this thing isn't going to grow its EPS from their rapid OS expansion.

    My strong view is shareholders will receive an absolute minimum EPS rise of 50% with 57% just delivered.

    This FY we will have the new regions on board plus 12 more plus Herowold to deliver more like 80% IMO.

    As Motley pointed out yesterday Mr Buffets principle of EPS growth will lead to a lift in the SP, especially in a prolific growth sector like global smart phones with high quality products.

    Looking forward to another ripper set of numbers this Oct for the first quarter to prove I'm correct with a turnover of $100 mil with $15-20 mil EBITDA very much on the cards IMO.

    If you believe the above, what an entry price!
 
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