Might as well post the reply for context Shane...
The second last paragraph looks prescient here, considering they have thus far delivered the outcome with zero dilution... (FYI, the IRR since we exchanged these emails is 35% - doubled in 2 and a third years, so we're right on target)
The recent webinar presentation where Mike describes the ~$60m of revenue from 3 suppliers that will be consolidated into SGI revenues over the next 18 months is the moneyshot. That $16m FY25 EBITDA may actually be achievable, for which the current valuation certainly does not account - Eternalgrowth
Might as well post the reply for context Shane...The second last...
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Mkt cap ! $22.20M | |||
| Open | High | Low | Value | Volume |
| 22.0¢ | 22.0¢ | 22.0¢ | $22.17K | 100.8K |
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| No. | Vol. | Price($) |
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| 1 | 37142 | 21.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
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| 22.0¢ | 16156 | 1 |
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| Last trade - 16.10pm 30/04/2024 (20 minute delay) ? |
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| 22.0¢ | 22.0¢ | 21.5¢ | 11505 | ||
| Last updated 15.52pm 30/04/2024 ? | |||||
| SGI (ASX) Chart |