Australia's largest stock trading and investment forum Australia's #1 stock forum

BMT

Click for more information

2.17%

22.5¢ beamtree holdings limited

Ann: Beamtree 1H FY22 business update and financials, page-25

First 25 Last

Share
Profile

Follow
$tock1

838 Posts.

131

19/02/22

12:54

Post #: 59678627
Share

Originally posted by Kevc0322 ↑

Just had time to review the report and tbh, pretty underwhelming. The headline rev figures were pretty disappointing given the proforma calcs provided in the acq announcement. I was expecting with such a high customer retention rate and all the statements about sticky customers that itll be closer to the 10m mark. Obviously just fy21 proforma rev split into 2 halfs. Maybe there're timing differences but then i looked at last years 1/2 year financials and with only beamtree alone, it already had 3.5m so essentially there was very little organic growth.

re the cost, i think given the acq, therell def be an uptick this year which is sort of expected. Im just hoping that the additional headcount would integrate well and start bringing in additional rev over the 2nd half.

i think the share price wpuld drop to the .35-.38 range unless therere new announcements to trigger a new uptrend and with markets so jittery, theres more downside risk vs reward. That said, i still like the company and will continue to hold until the full year results. Heres hoping to a better 2nd half!

Expand

Potential (x) acquisition didn't settle until late September. So only the second quarter of revenue was added to the HY results. Excluding the acquisition organic growth was 24%

BMT Price at posting: 41.0¢ Sentiment: Buy Disclosure: Held
5 Upvote

0 Great analysis

Reply

Top Stories

SS1

Sun Silver submits US$60M Silver Paste Funding Application to US DoE

ASX200 dives as inflation clocks in at 4% – higher than 3.8% consensus

Eurozone-based companies find new ways to secure a regional lithium supply

End of FY is a time to juggle wins, losses and capital gains taxes

Time for retail therapy buying in the shopping Scentre for hot stocks

There are more pages in this discussion • 3 more messages in this thread...

First 25 Last

Add BMT (ASX) to my watchlist

(20min delay)
Last 22.5¢		Change -0.005(2.17%)		Mkt cap ! $65.02M

Open	High	Low	Value	Volume
23.0¢	23.0¢	22.5¢	$32.48K	143.4K

Buyers (Bids)

No.	Vol.	Price($)
2	75589	22.5¢

Sellers (Offers)

Price($)	Vol.	No.
23.5¢	16097	1

View Market Depth

No.	Vol.	Price($)
3	76031	0.225
1	55000	0.220
1	42500	0.215
2	80000	0.210
3	122543	0.205

Price($)	Vol.	No.
0.235	101000	1
0.240	62507	2
0.245	18197	2
0.250	27200	1
0.255	67825	3

Last trade - 11.32am 26/06/2024 (20 minute delay)

BMT (ASX) Chart