Anyone got any back of envelope calculations?
I'm thinking with today's acquisition, the "going live" of other contracts and solutions, plus the cost savings, and revenue from the most recent contract wins and future contract wins etc that revenue is likely to be in the range of $7.5-$10 million for this current financial year.
Assuming they can keep costs under control and stay cash flow positive as well as keeping the growth rate up they deserve a pretty good multiple on the ARR, say somewhere between 10-15? Possibly more?
Staying conservative lets go with 8.5 of ARR based on the above which I think is more than reasonable
Gives a m/c of about $64 million, or 100% above current levels
If they keep delivering as they have then I really don't think it will take us to long to get to that fair value.
And for those questioning where the funds will come from for today's acquisition, I wouldn't be surprised to see the Smedleys contribute a large portion of any possible raise considering they were ticketed as a "cornerstone investor" who were to be consulted on any acquisitions and provide consulting etc....my bet is finance has already been taken care off, we will find out soon enough...
All imo
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