MSL msl solutions limited.

Interesting they have actually managed to sell some Zuuse...

  1. 3,554 Posts.
    lightbulb Created with Sketch. 132
    Interesting they have actually managed to sell some Zuuse shares. Sounds like $700 to $800K so that's really a miss on EBITDA from the core business. I confirmed with Craig that 35% of the $10.6M of the pipeline revenue bridge is recurring revenue. To continually reaffirm guidance means he must be pretty certain $10.6M of pipeline revenue will be converted to revenue. Market has decided he won't meet the guidance and a small miss is priced into the stock now. Catalysts are announcement of acquisitions and meeting guidance. EV/EBITDA multiple now 7 . Wildcard is trade sale of all Zuuse shares.
    Last edited by Ivanovich: 01/03/18
 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

Currently unlisted public company.

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