AYS
Click for more information
0.00% 21.0¢ amaysim australia limited

All good! I would welcome counterpoints as I feel like my...

  1. goosmurf
    308 Posts.
    lightbulb Created with Sketch. 122
    clock Created with Sketch.
    31/08/20
    13:23
    Post #: 46952144
    All good! I would welcome counterpoints as I feel like my thoughts and resultant valuations feel a bit too good to be true so I feel like I might be missing something..!

    Market certainly doesn't seem to like it but I feel that tends to happen when numbers are "messy".

    AYS is certainly messy because it requires the calculation of:
    1. EV to consider the net cash position post-divestment of Click -- net cash at 30 June of $25m, plus >$50m of net cash from sale of Click
    2. the EBITDA run-rate of AYS, not the reported EBITDA; and
    3. some guess work around margins.
    AYS Price at posting: 68.5¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch.  Upvote
    lightbulb Created with Sketch. 1  Great analysis
    Stroke 3 Created with Sketch. Comments Created with Sketch. Reply

  2. Top Stories

 

Featured News

ITM iTech lifts MRE at Eyre Peninsula Graphite Project by 300%
right-arrow Created with Sketch.
LRV Larvotto identifies new exploration target at NSW's Hillgrove, boosting shares by nearly 20%
right-arrow Created with Sketch.
AHK Ark Mines defines significant exploration target at Sandy Mitchell rare earths project
right-arrow Created with Sketch.
AVA Ava Risk Group expands US presence with A$0.7M Substation Deal
right-arrow Created with Sketch.
BIO Biome posts record sales revenue of $13M in FY24 – up 80% vs pcp and higher than forecast
right-arrow Created with Sketch.
NEWS Week 26 Wrap: Cerberus of inflation barks – rents, electricity & fuel – and world watches two elders bicker
right-arrow Created with Sketch.
watchlist Created with Sketch. Add AYS (ASX) to my watchlist

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.