AB1 Share Price update, page-687

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Mom88

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20/07/22

12:36

Post #: 62628277
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Originally posted by JimmyD75: ↑

The following is not to be taken as advice. I'm just pointing out some facts, that might hopefully instil some confidence in shareholders.

$4.50 a share is still a relative bargain when you consider that the company's bookings and income (although admittedly, unaudited) was AU$827m for the four months to April 2022. That's close to AU$2.5B annualised. And yes, I concede that not all bookings will make it to the revenue ledger, there will likely be some attrition.

But as a crude peer-to-peer comparison, Roblox had audited revenue of US$1.92B in 2021, and seems to be on track for similar (or slightly better) revenue this year, with $537m revenue last quarter. Its market cap, even after its share price has taken a pounding since last November, is currently over US$23B.

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I would think a big chunk of the 4 months revenue was from the otherside sales. There may not be another big sale like that again this year so personally I wouldn’t be expecting the same runway for the entire 12 months. Of course happy to be wrong on this but if they are able to double up revenue for the remaining 8 months without a massive brand sale like Apes then this is super impressive and we should hit a new high by end of the year

AB1 Price at posting: 18.0¢ Sentiment: Buy Disclosure: Held
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AB1 Share Price update, page-687

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