What kind of a joke are you? You compare APX EV to Sales multiples to Tesla and APT when APX doesn't even provide a SAAS and the growth rates are not astronomical and has a low gross margin. Then you come on here and rather than giving 3DP an even higher EV to sales tham APT (which would be justified due to higher growth rate and margins) you say this is the biggest bubble you have ever seen! What nonsense!
Where is your due diligence? Are you aware that an 8 figure contract could be announced in the short to mid term which would double the ACV overnight? Perhaps the market is giving this a 50% probability and this has driven the stock price up?
Also id this overvalued if it keeps going up at 284% pa? At that rate the ACV will be $25mAUD in one year and EV to sales would be 20 at the current stock price.
A lot is priced in, sure. But to call this the biggest bubble you have seen is ludacris.
Ann: Appendix 4C - quarterly, page-89
-
- There are more pages in this discussion • 6 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
