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
- Forums
- ASX - By Stock
- Ann: Emefcy Six Month Operational Update
Valuation is essentially profit or potential profit / (risk -...
-
- There are more pages in this discussion • 37 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 FLC (ASX) to my watchlist
(20min delay)
|
|||||
Last
12.5¢ |
Change
0.010(8.70%) |
Mkt cap ! $135.1M |
Open | High | Low | Value | Volume |
11.5¢ | 12.5¢ | 11.5¢ | $3.954K | 33.31K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 22222 | 12.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
12.5¢ | 55362 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 22222 | 0.120 |
5 | 288881 | 0.115 |
5 | 310258 | 0.110 |
2 | 240000 | 0.100 |
1 | 10111 | 0.099 |
Price($) | Vol. | No. |
---|---|---|
0.125 | 46392 | 1 |
0.130 | 52636 | 2 |
0.135 | 50000 | 1 |
0.140 | 148092 | 5 |
0.145 | 220000 | 4 |
Last trade - 16.10pm 26/07/2024 (20 minute delay) ? |
Featured News
FLC (ASX) Chart |