Have revisited this name, I own a small portion but haven't done work on it in a while. Business is at a very interesting juncture:
- EBITDA breakeven by ~September next year, noting R&D is not capitalised which is conservative accounting as it would lower EBITDA
- Excellent operating leverage due to its high margins
- Very favourable medium-to-long term tailwinds / industry growth
- Trades at very depressed ARR multiples, even accounting for the recent share price bump:
In Table Form - ARR multiples vs history:
In Chart Form - ARR multiples vs history:
Ann: Qoria Secures Strategic Partnership in Texas, page-6
-
- There are more pages in this discussion • 1 more message in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add QOR (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
32.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $393.5M | |||
| Open | High | Low | Value | Volume |
| 33.0¢ | 34.0¢ | 32.5¢ | $350.2K | 1.054M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 28376 | 32.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 33.5¢ | 38376 | 2 |
View Market Depth
| Last trade - 16.10pm 20/08/2024 (20 minute delay) ? |
| QOR (ASX) Chart |