@jg123456
I think it would be hard to know without knowing the costs and effectiveness of each channel.
To be fair - I did very basic arithmetic prior to purchasing at just over half the current price where the equation was much simpler and am happy to wait and see but I can understand your thinking totally as a prospective buyer.
My basic thinking is that these sorts of businesses (premium/niche retailers) in general command GMs of 45-50% at maturity and net margins of 6-7%. This gives 4-5m "NPAT" on 70-75m of revenue which can be pegged against a PEG like ratio. Under steady state - PE of 10 or 40m mcap, at 15% growth 60m and 20+ gets 80+.
What are your thoughts on my assumptions?
about 0.6, if follow rbl valuation, page-16
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