Ann: Annual Report to shareholders, page-208

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Merchant2000

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06/11/15

08:21

Post #: 16336923
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Originally posted by Benjamins ↑

My kind words will keep on coming your way until such time you grow up a touch. And you can post all u like, but i have a right of reply to your rubbish.

And before you claim my upside case of 36c is unfounded and unrealistic you really should do some research because i'm not going to spoon feed you. And at least i've done some research and ran some numbers unlike yourself who purely goes on thin air analysis. Again I reiterate instead of trying to discredit MBE, I suggest u do some research first. I would love to help someone understand the intricacies of company valuations but the subject is vast and u r probably the last person that would understand it, listen to it and frankly u don't deserve it. Suffice to say there are many ways to skin a cat and my 27c valuation is based on a DCF approach (get your dictionary ready, one that has business acronyms in it). The 36c valuation was a basic look through on a PEG ratio (I was fairly conservative) in which many young companies, specifically Tech, is applied to when comparing amongst peers. Recent industry norm says one wouldn't want to pay more than 1 (u can work that one out if u want).

Market certainly looks at a lot of things; fundamentals, charting, future, past. Usually industry/company fundamentals and future prospects are what rocks my boat. Most importantly understanding industry dynamics and valuation methods is key to being a good investor and side noise (u included) such as one offs (possibly the court case), and investing for future growth at the cost of NPAT in the short term is something that escapes many would be investors.

And on democracy, if you apply it to a brain, it means letting all your parts contribute to various thoughts to make a reasonable decision and I think you are lacking that with your one sided posts.

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Bénjamins , you stated the use of the below valuation approach's for MBE

''DCF approach and PEG ratio ''

When trying to value technology companies that is still in the very early stages of global expansion - still without an overseas EBITDA

IMOL, These valuation methods are inappropriate ( DYOR)

IMO,
Overseas revenues are yet to Produce any profits and NPAT in 2015 increased marginally purely from acquisitions

Then we the key issues going forward - what will be the costs of gaining overseas revenues and what will be the margins on overseas revenues?

There are so many inherent disadvantages with using the:
Discount Cash Flow Valuation or The Price Earning to growth Ratio valuation methods for MBE.

DYOR and always seek independent advice

Last edited by Merchant2000: 06/11/15

MBE Price at posting: 26.0¢ Sentiment: Hold Disclosure: Not Held
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0 Great analysis

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Ann: Annual Report to shareholders, page-208

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