Thanks TP, interesting this about that BH report is that it contains information not provided publicly by SPZ:
"It appears that the EBITDA shortfall has resulted from the hire of additional sales staff .....(and).... some new site acquisitions are on a revenue share basis (usually restricted to multiple site deals) which lowers revenue yield to SPZ."
So, GuyIncognito, based on this new information and the BH report I doubt that we'll be seeing $8.3m of EBITDA this year unless the Technology Division performs especially well. (Remembering that TD made a H1 loss of $.466m before inter-segment revenue (loss) of an additioal $0.7m).
The BH estimates of $5.2m EBITDA and eps of 0.6c seem in the ballpark.
It will be very interesting to see if valueadd is correct and the price slips back to 14-15c, because in my mind that would make it very compelling buying. Already tempted to add some more at these levels.
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Last
62.0¢ |
Change
0.010(1.64%) |
Mkt cap ! $216.5M |
Open | High | Low | Value | Volume |
60.5¢ | 62.0¢ | 60.5¢ | $59.65K | 97.55K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 11777 | 61.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
62.0¢ | 34621 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 11777 | 0.615 |
2 | 28000 | 0.595 |
1 | 881 | 0.590 |
1 | 1500 | 0.575 |
2 | 10041 | 0.570 |
Price($) | Vol. | No. |
---|---|---|
0.620 | 34621 | 2 |
0.625 | 9600 | 1 |
0.630 | 30000 | 1 |
0.635 | 6509 | 1 |
0.640 | 109 | 1 |
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