BMT 4.26% 22.5¢ beamtree holdings limited

Ann: 1H FY24 Investor Presentation, page-4

  1. 832 Posts.
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    Agreed, if they are still targeting 60M in 26 at some point the top line will have to draw away from the cost. Dont think we'll see to much action immediately but as soon as that trajectory is set I think we'll see a pretty heavy re rate. A boomer second half would get us away early but the real movement will be when we start getting consecutive halves. Gap in revenue vrs costs of 4% not enough but get it around 10% and watch things move.
 
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