DUB 13.8% 3.3¢ dubber corporation limited

Fresh eyes, page-10

  1. 233 Posts.
    lightbulb Created with Sketch. 94
    Facts to back up claim:

    Big 4 Bank revenue $1.7m - delivered - zero - may be Big 4's fault, may be DUB's lies.
    Launches in Asia through Go Cloud IT 1-yearb ago (who?) - any Asian clients yet?
    Gateway ICT reseller - Implied Cisco relationship, Gateway just a Cisco reseller, can't see the connection - any clients?
    M2 - any clients?
    All these offshore sign-up's - any users?

    Forget revenue - look at cash flow:

    DEC $200k
    MAR $179k
    JUN $158k

    Quarter on quarter going nowhere.

    As for players who have achieved quarter on quarter growth - there actually aren't many.
    Companies that have at least held cash flow would include KNO, RFN (would you believe), OLV, 8CO, SKF and CAT.

    If you annualised DUB's June quarter revenue, then fully diluted revenue multiple would be ~62x.
    US majors such as Atlassian, Zendesk, Tableau and the likes of Zero trading roughly 10%-20%.
    Granted DUB relatively young - but have to start delivering very soon.
    Suspect Sept/Dec quarter is the key period given promised cash flow & revenue from recent announcements.

    BTW - moves since listing are irrelevant - Could have been overprice or under priced on listing- best to look at current metrics.

    My negativity on this stock (and many stocks in this sector) relates to promises versus delivery. If they have nothing to say, say nothing. If an announcement is not price sensitive, don't mark it as price sensitive. Simplllllsss.
 
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