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clock Created with Sketch. 07/01/22
12:53
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Originally posted by Wagger:
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the most exciting thing that I take from this interview is that Martin is aiming for a >3xing of current EBITDA margins over the next 3 years....citing 40% EBITDA margins and 15% NPAT margins...on my revenue f/c of c$57.5m, that implies EBitDA of c$23m in 2025 and NPAT of $8.625...or .044cps.....implying a forward PE of <14x for a company growing on a sp of 6c, for a company growing at a significant premium to that number.....that's simply impressive if achievable....that's why I'm a LT holder. Now Martin and team just need to deliver....his track record has been too underpromise and over deliver...let's see...DYOR and happy to be corrected on these back of the envelope numbers.
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Good points. regarding the EV/revenue multiple, different from many other SaaS companies whose P/S is > 5, ppl's is just < 2, so there is little room to drop. Looking forward to Q2 report which should appear in three weeks.
