AVC pier 12 capital limited

Ann: Appendix 4C - quarterly, page-2

  1. 1,158 Posts.
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    The investor communication is so poor with this one...

    Gophr growing ridiculously fast- annualized revenue in excess of 6m now....by itself the value of the 75% stake is worth substantially greater than the current market capitalization. Hard to know margins but something growing 800%yoy usually commands a revenue multiple > 10 giving a floor valuation in the order of 45m...I am hoping Campbell can sort out the financial aspects...

    It looks like it will continue like this for another 6 months....wouldn’t have been the worst thing in the world to just get a little extra capital last time!

    @Fire Bull any thoughts?
 
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