The other thing missing in this analysis is any discussion or acknowledgement of the Radio business.
It churns out:
$104m in Revenue
$12m in EBITDA
And they are targeting getting the margin to 15-17%
So I'd say that this business alone is worth close to half the EV (and/or Mkt Cap as they are pretty much the same)
So for the price you pay or own the business at today you get:
$120m worth of Radio business with circa 40% market share
Then for your other $115m odd you are getting the:
Publishing/Digital business
+ One Roof (Likely will end up being worth more than today's market cap)
+ Driven (It seems they haven't quite figured out how to monetise this, which is fine, as shareholders are currently being paid to wait and can keep this as effectively a free option)
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Last
92.5¢ |
Change
-0.015(1.60%) |
Mkt cap ! $172.6M |
Open | High | Low | Value | Volume |
90.0¢ | 93.0¢ | 90.0¢ | $293.5K | 324.4K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 39369 | 90.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
92.5¢ | 516 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 39369 | 0.900 |
1 | 29994 | 0.895 |
1 | 1150 | 0.850 |
1 | 3863 | 0.845 |
1 | 18000 | 0.830 |
Price($) | Vol. | No. |
---|---|---|
0.925 | 516 | 1 |
0.945 | 10467 | 2 |
0.950 | 72852 | 2 |
0.960 | 3558 | 1 |
0.985 | 19500 | 1 |
Last trade - 16.10pm 16/08/2024 (20 minute delay) ? |
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