I look at this business as
- Cash break even
- $14m in the bank
- $55m revenue
- expect to grow at 30% revenue per year
Trading at net cash + 0.9x trailing revenue ($63m Market Cap). This seems really cheap to me for a growth business in a market that has big tail winds.
If they manage in FY23 $80m revenue and $5m PBT (which look very possible based on Q4) + start managing Investor Relations properly I think this could be valued at multiples of current share price.
Ann: Q4FY2022 Webinar Details, page-12
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Last
45.0¢ |
Change
0.025(5.88%) |
Mkt cap ! $85.41M | |||
| Open | High | Low | Value | Volume |
| 43.5¢ | 45.5¢ | 43.0¢ | $40.83K | 91.09K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 2272 | 44.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 45.0¢ | 17113 | 2 |
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| Last trade - 16.10pm 09/08/2024 (20 minute delay) ? |
| SDV (ASX) Chart |