Ann: TNE profit up 18%, ARR up 20% driven by SaaS Plus and UK, page-48

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Alex.shipway

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12/12/24

13:45

Post #: 77018146
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Originally posted by madamswer: ↑

"I am biased now because I already own the stock, and I got it for a much cheaper price."

Yeah, no one cares when you got it.
The question is what to do now (try to pretend its a discussion about a stock, and not about you)

"What is your point? What are you trying to do here?"

I'm debating the stock and its valuation.... all in terms of the very rasion d'etre of a stock discussion forum.

You stated this stock is the "best, bottom-drawer stock".

Pursuant to that, I am seeking to know on what basis you think that is the case, because in my opinion it is overvalued.

Specifically, I asked how you think value is created from here:

"Not sure how that creates wealth.
Does the multiple scoot up to 80x or 90x?
Or does the it somehow hold onto 70x and the share price grows in line with EPS growth?"

Expand

Profit is up 18%, ARR is up 20%, UK expansion is well underway.

This leads to EPS growth.

Both of your scenarios are certainly possible.

PE stays ~70 and eps forces share price growth.

An upgrade due to higher eps growth leads to a higher PE valuation.

Either of those are equally likely and possible.

TNE Price at posting: $30.35 Sentiment: Buy Disclosure: Held
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(20min delay)
Last $40.50		Change -0.210(0.52%)		Mkt cap ! $13.25B

Open	High	Low	Value	Volume
$40.57	$40.60	$40.00	$49.54M	1.228M

Buyers (Bids)

No.	Vol.	Price($)
1	416	$40.49

Sellers (Offers)

Price($)	Vol.	No.
$40.51	2941	3

View Market Depth

No.	Vol.	Price($)
1	416	40.490
2	578	40.310
2	2941	40.300
1	3086	40.250
1	3086	40.190

Price($)	Vol.	No.
40.510	2941	3
40.530	2193	1
40.560	1747	1
40.590	4921	3
40.620	1924	1

Last trade - 16.10pm 16/06/2025 (20 minute delay)

TNE (ASX) Chart

Ann: TNE profit up 18%, ARR up 20% driven by SaaS Plus and UK, page-48

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Ann: TNE profit up 18%, ARR up 20% driven by SaaS Plus and UK, page-48

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