@1ronnie - can I ask why VIV is not in your tech stocks?

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JIMMY B

24 Posts.

21/02/18

18:21

Post #: 31232695

Originally posted by 1ronnie ↑

The quarterlies 4C are out and Table below shows their relative current valuations to their reported revenues (annualised).

I won't make any comments re: which stock is overvalued and which is undervalued as they have different businesses and potentials ; however this reflects their relative Mcap/Revenue ratio at this point of their progress.

Column 1 Column 2 Column 3 Column 4 Column 5

1 Code Stock Mcap (m) 4C Annualised Revenue (m) Mcap/Revenue

2 BUD Buddy Platform $ 219.21 $ 1.67 131.11

3 BRN Brainchip $ 203.51 $ 0.54 376.86

4 YOJ Yojee $ 175.88 $ 0.56 316.34

5 BTH Big Tin Can $ 84.11 $ 18.22 4.62

6 FZO Family Zone $ 72.84 $ 8.40 8.67

7 SKF Skyfii $ 45.24 $ 5.40 8.38

8 3DP Pointerra $ 41.12 $ 0.18 223.49

9 CT1 CCP Technologies $ 9.44 $ 0.27 34.71

10 BIQ Building IQ $ 16.02 $ 7.16 2.24

11 TNT Tesserent $ 8.78 $ 7.34 1.20

You can easily see that the 'darling' tech stocks have yet to show tangible numbers in their 4Cs (like GSW) but the relatively unloved ones e.g BIQ, TNT and BTH have low mcap/revenue ratio and decent revenues too.

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@1ronnie - can I ask why VIV is not in your tech stocks?

BIQ Price at posting: 8.0¢ Sentiment: Buy Disclosure: Held

Upvote

0 Great analysis

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	Column 1	Column 2	Column 3	Column 4	Column 5
1	Code	Stock	Mcap (m)	4C Annualised Revenue (m)	Mcap/Revenue
2	BUD	Buddy Platform	$ 219.21	$ 1.67	131.11
3	BRN	Brainchip	$ 203.51	$ 0.54	376.86
4	YOJ	Yojee	$ 175.88	$ 0.56	316.34
5	BTH	Big Tin Can	$ 84.11	$ 18.22	4.62
6	FZO	Family Zone	$ 72.84	$ 8.40	8.67
7	SKF	Skyfii	$ 45.24	$ 5.40	8.38
8	3DP	Pointerra	$ 41.12	$ 0.18	223.49
9	CT1	CCP Technologies	$ 9.44	$ 0.27	34.71
10	BIQ	Building IQ	$ 16.02	$ 7.16	2.24
11	TNT	Tesserent	$ 8.78	$ 7.34	1.20

@1ronnie - can I ask why VIV is not in your tech stocks?

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