Completely agree bubby. I don't hold SKB but have been looking into it in some depth recently after they entered the NZ market.
However, I found an independent valuation on SC today giving it a 45.0 cent valuation.
I have been through the DCF model in depth - revenues growing to 101.4 million by FY20 and EBITDA growing to 23.7 million
Any thoughts with regards to why revenues might grow faster than this ? Or margins expand more considerably ?
Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 Column 9 Column 10 0 Financial Year Unit FY13A FY14A FY15A FY16A FY17F FY18F FY19F FY20F 1 + Operating revenues generated AUDm 16.2 18.4 26.9 59.6 82.4 91.4 96.1 101.4 2 - Operating expenses incurred AUDm 13.9 14.0 21.0 46.3 63.7 70.5 73.9 77.7 3 + Operating EBITDA generated AUDm 2.3 4.4 6.0 13.3 18.7 20.9 22.2 23.7
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