Thanks for sharing Jonathan.
I've modeled June '18 with $24m cash receipts and $9.5m operating cash flow.
With trailing 12 mth ocf of $31m and run-rate $38m at that point.
If BIG hits my forecast they should be worth around $800 million or more. So on a fully diluted basis around a double from here.
Possible upside, BIG could grow faster and improve margins.
I'm long with a 2-5 year time frame.
Until BIG matures I won't even bother considering earnings, as deferred earnings will continue to muddy the waters.
Your share count is a tad low, you might want to use a total of 163 million shares. Here's my figures from the last 3B
Column 1 Column 2 Column 3 0 {colgroup} 1 {col=100x@}{/col}{col=100x@}{/col}{col=100x@}{/col} 2 {/colgroup} 3 Shares 141,556,827 4 Listed Options 10,551,256 25c expiry 2017 5 Unlisted Options 10,903,640 0.245
- Forums
- ASX - By Stock
- BIG
- Ann: Big Un Limited Partnership with HotCopper Holdings Ltd
Ann: Big Un Limited Partnership with HotCopper Holdings Ltd, page-51
-
- There are more pages in this discussion • 106 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add BIG (ASX) to my watchlist
Currently unlisted public company.
The Watchlist
RCE
RECCE PHARMACEUTICALS LTD
James Graham / Dr Alan Dunton, MD & CEO / Non-Executive Director
James Graham / Dr Alan Dunton
MD & CEO / Non-Executive Director
SPONSORED BY The Market Online