Hi Jack, do you mind sharing your thoughts on CUP. I follow your posts on hotcopper (found your posts on PTM most helpful, and i agree with your views there). CUP is new on my radar, but its not an industry i fully understand. In general, its a red flag when I see companies grow by acquisitions. Looking at the financials, the operating cashflow has quite a big range from $4-10m pa. financing cashflow is very unpredictable with lots of buying and selling. With an enterprise value = 58m (market cap= 112 x 0.565 = 63.2, plus net cash 5m, cash 21m - total debt 16m). The mean free cashflow over 10 years = 6.6m (probably flawed to average the last 10 years). EV/FCF = 8.78. (not as cheap as PTM). I note shares outstanding have been the same since listing, with consistent dividend payment ~3-4c - indicating a solid well run business. I would be most grateful to hear what you are willing to share about your insight in the industry.
Thank you in advance.
CUP Price at posting:
56.5¢ Sentiment: None Disclosure: Not Held
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