Valuation is essentially profit or potential profit / (risk - growth)
We are purchasing RWL for just over 100m shares so valuation on their business is $85m - all these shares are locked up for two years at least. Our market cap increases.
When RWL + EMC become Fluence the question is:
1. Is RWL actual value $85m - I believe it should be $300-400m
2. Does this merger reduce the groups risk? More geographies, more products, proven track record of 7,000 installations over 70 countries, more management/experience, however more staff and higher costs
3. What are the new growth prospects? Larger group, diversified products not justMABR now, across more geographies, targeting more markets
4. Synergies - cost savings between the group, cross selling opportunities to new and existing customers
You have Integration risk however RWL has already successfully done business integrations so would expect a smooth process
Essentially the age old question does 1 + 1 = 3
In Fluences case I am thinking 1 + 1 = 5
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12.0¢ |
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Mkt cap ! $129.7M |
Open | High | Low | Value | Volume |
11.5¢ | 12.5¢ | 11.0¢ | $43.08K | 370.8K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 75675 | 12.0¢ |
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Price($) | Vol. | No. |
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12.5¢ | 518962 | 4 |
View Market Depth
No. | Vol. | Price($) |
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1 | 75675 | 0.120 |
4 | 165808 | 0.110 |
2 | 80000 | 0.105 |
5 | 509932 | 0.100 |
1 | 50000 | 0.099 |
Price($) | Vol. | No. |
---|---|---|
0.125 | 518962 | 4 |
0.130 | 3000 | 1 |
0.135 | 150000 | 2 |
0.140 | 137500 | 2 |
0.145 | 110000 | 1 |
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