Ann: Intiger Commences Pilot and Partnership Program, page-1426

I meant this one you posted few months ago; At my PC so have found a few of your old posts as I thought they were quite well put and explained. Obviously they're just napkin calcs and only rough guides, so DYOR to everyone.

IAM
f/c Npat = $30m ,
==> $400m x 3, x 4
= $1.2b to $1.5B

SP = 50c to 80c

https://hotcopper.com.au/posts/20270399/single

This one as well:

Here is a longish week-end patch-up post to

@ Team IAM

Cap Structure:

4x 250m performance shares è M1,M2,M3,M4
$5.5m cash,
Debt free,
1050m sh + 303m op (Dec17)
= 1353m sh+op


Market Cap ?

x10c = $135m ( Kogan, Ovh) ?
x 20c = $270m (Rap, Smn - Zero revenue)?
x30c = 406m (Class1?, financial services)?
x40c = $540m (CAT) ?
x50c = $675m (Freelancer )?
x60c = $812m (??)

https://hotcopper.com.au/posts/19217510/single

Another one too:

We can look backward or forward ( CAT, CL1, Freelancer etc).

IAM sp is going to double every 3 months, from base 4c, just like Xero from $5,10,20,$40.

IAM 4c, 8 ,16, 32c
imo
--------------------
For Newcomers:

Why?

MOAT
No Competitors
First mover advantage. 2-3 years ahead.
$182B market
High Barriers of entry
Low Cost, High Margins.
Product/Service that reduce customers' cost, and increase profits

-

Cap structure:

1050m shares +303m op (Dec2017)
= 1353m sh+op
4x 250m perf shares ( MF&Co)
$5.5m cash
Debt Free

-

The key is M4, $30m

M4
=$30m, x80, x100 PE
= $2.4B, $3B ,

well before June 2019 ,
say Sept 2018
and
CEO MUST achieve total >$40m, to earn last lot @250m shares, before 30/6/19

Lets
halve to
=$1.2B, $1.5B,
for Sep 2017

halve again
=$600m, $75om,
Sep 2016

If you think its too high
halve to
=$300m, $380m
=22c, 28c , today , imo

https://hotcopper.com.au/posts/19110992/single