Yes ads can be geo-targeted on 7plus with SWM having its own consumer data insights platform 7REDiq. Investors need to understand the massive technology leap that BVOD is and that thanks to investments such as Project Phoenix SWM is now able to sell ads for precision targeted local ad campaigns (no different to a plumber advertising to a particular local area on Meta or Youtube).
The share market currently prescribes SWM a PE Multiple of 1.5 times mid cycle earnings ($155m NPAT)- I think we get to a PE multiple of 10-12 times quite easily once investors cotton on to the structural digital transformation which has taken place.
Quite frankly a PE multiple of 10-12 times wouldn't even constitute a 'high PE multiple' , yet it would deliver SWM shareholders a 11 bagger from here. The rumours are continuing that two big instos are building their positions in SWM which makes sense when you look at recent market volume.
SWM Price at posting:
15.5¢ Sentiment: Buy Disclosure: Held
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