Starting this thread as a forecast for the FY21 Sales.
I see the sales and NTV margin as the biggest driver of FCF for the business.
My estimate is:
Gross Sales = $276m
-They had $126.7m H1 FY21
- I'm adding 6 months in F2 FY21 at $25m a month.
- Basis is Nov-20 was $30m, Dec-20 was $21.7m. As such a halfway point assumed for the next 6 months seems reasonable.
Private Sales = 15.5m
- They had $1.2m in Nov-20.
- This is growing at 71% MOM, albeit from a very low base;
- I've assumed a 20% MOM growth rate to the end of FY21.
Interested if anyone has broker reports which have FY21 guidance for these items.
On a side note see below Google trend data, both weekly and monthly for My Deal.
Week of 5 November was the peak and everything is measured against that (way google trends works)
Things seem to be trending up in early Feb, hopefully a sign of continued pace of customer and sales growth.
As always DYOR.
- Forums
- ASX - By Stock
- MYD
- My Deal FY21 Sales Forecast
My Deal FY21 Sales Forecast
-
- There are more pages in this discussion • 63 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add MYD (ASX) to my watchlist
Currently unlisted public company.
The Watchlist
CCO
THE CALMER CO INTERNATIONAL LIMITED
Anthony Noble, MD & CEO
Anthony Noble
MD & CEO
Previous Video
Next Video
SPONSORED BY The Market Online