Interesting numbers - cheers for sharing.Do the analysts give...

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BlackPeter

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06/02/22

10:28

Post #: 59386103
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Originally posted by jellyroll: ↑

Given that both Bell Potter and Morgan's have now updated their numbers after the recent 4C, I thought it might be useful to highlight what levels of revenue growth the two analysts are expecting and how much more optimistic Scott Power is than John Hester.

3/2022
Scott Power $27.7 million
John Hester $26.65 million
(Guidance is @ 25 million)

3/2023
Scott Power $35.6 million (28.5% yoy growth)
John Hester $ 31.3 million (17.4% yoy growth)

3/2024
Scott Power $55.8 million (56% yoy growth - 101% growth over 2 years)
John Hester $38.6 million (23.3% yoy growth - 44% growth over 2 years)

So in @24 months time the expected differential in revenue between the two analysts is $17.2 million. Given the size of the revenue base, this is a pretty significant divergence.

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Interesting numbers - cheers for sharing.

Do the analysts give reasons for their assumed revenue growth?

I guess if we just look into the past ... 5 yrs revenue CAGR for VHT is 53.5% ... i.e. Scott Power seems to assume that things stay (after a Covid blib) as they used to be in the past. Fair assumption, if markets have (still) unlimited growth (which may or may not be true - market share in the US is already material).

Why is John Hester that much more conservative? Does he see something Scott doesn't see?

VHT Price at posting: 87.0¢ Sentiment: Buy Disclosure: Held
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0 Great analysis

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