Ann: Chief Executive Officer appointment, page-10

First 10 Last

Share
Profile

Follow
binbin

2,876 Posts.

154

13/07/17

20:12

Post #: 25854843
Share

Originally posted by eyesofthedragon ↑

It's a little strange there is pretty much absolutely zero value attributed to their tech which is world leading.

Revenue and cost Numbers post diverstment of consulting are not very transparent but sifting through the preso :

- current sites are 45 at a stated average of $60-80k per site. So let's say $3m per annum. Current saas revenue
- rebaselined costs are 30 employees so let's say $4.5m staff costs plus office etc $5-6m cost base
- pipeline of 75 sites from just their own direct sales team (this does not include erm, ordnet, or HDR sales) potential for a further $5m annual revenue over 12 months
- assume same pipeline from sales partners over 12 months gives another $5m revenue
- sales updates in half yearly give me high confidence of multiple small site conversions
- cost base fixed due to saas model

Very realistic in 12 months could be $13m revenue v $6m costs so $7m ebit

X 12 multiplier gives 80m+ market cap or 5 bagger

Then add a 24 months blue sky overlay for a couple of the bigger multi site deals they are going after sales could progress at similar rate for a few years though bigger deals will have longer lead times. I see this becoming a 200-300m company.

Very little downside risk due to cash and no dilution risk

Expand

Envirosuite still needs to prove itself. So far, take up has been slow and disappointing based on whats reported. Hope this will change soon...

Technically, share price needs to close above 8 cents before anything exciting happens IMO.

EVS Price at posting: 7.0¢ Sentiment: Hold Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

PSC

Prospect Resources: Replicating the success of Arcadia with ~1b tonne copper ore target

I88

Infini Resources appoints Rohan Bone as CEO ahead of Phase 2 campaign

Investor education equals superior returns

LRV

Larvotto hits "go" on Hillgrove Project

SS1

Sun Silver unveils Maverick Springs assay results

First 10 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last 8.8¢		Change 0.001(1.15%)		Mkt cap ! $127.7M

Open	High	Low	Value	Volume
8.7¢	8.8¢	8.7¢	$452.6K	5.187M

Buyers (Bids)

No.	Vol.	Price($)
1	495996	8.8¢

Sellers (Offers)

Price($)	Vol.	No.
8.9¢	5367945	12

View Market Depth

No.	Vol.	Price($)
1	495996	0.088
2	5948675	0.087
1	297619	0.084
4	748172	0.083
1	304878	0.082

Price($)	Vol.	No.
0.089	5367945	12
0.090	1085128	4
0.091	1664375	1
0.092	70000	1
0.095	6209410	3

Last trade - 16.10pm 31/07/2025 (20 minute delay)

EVS (ASX) Chart

Ann: Chief Executive Officer appointment, page-10

Prospect Resources: Replicating the success of Arcadia with ~1b tonne copper ore target

Infini Resources appoints Rohan Bone as CEO ahead of Phase 2 campaign

Investor education equals superior returns

Larvotto hits "go" on Hillgrove Project

Sun Silver unveils Maverick Springs assay results

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Chief Executive Officer appointment, page-10

Top Stories

Prospect Resources: Replicating the success of Arcadia with ~1b tonne copper ore target

Infini Resources appoints Rohan Bone as CEO ahead of Phase 2 campaign

Investor education equals superior returns

Larvotto hits "go" on Hillgrove Project

Sun Silver unveils Maverick Springs assay results

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News