FDV

1.16%

43.5¢ frontier digital ventures limited

Ann: FDV LATAM strategy update, page-16

First 16 Last

Share
Profile

Follow
Vet14

256 Posts.

23

13/10/22

14:48

Post #: 64181759
Share

Originally posted by Adimadis: ↑

"The company is not FCF positive, even less so now. The Catcha Group knew what they were doing when they sold."

Hi. I have a good (not big) position in FDV, and I want a clear headed view of its prospects.

From all your posts, the quote above seems to be the most pertinent. Are you arguing that FDV could have been FCF positive by now and mgmt has clearly dropped the ball, or are you saying, that FDV should have been FCF positive by now and given the macro environment, SH's will have to brace for less growth and more CR pain?

I obviously cant predict the future, but @maxkieh gave a good counter-argument:

"We are talking around 15 businesses some of which are in great shape (even if others go bancrupt). Zameen's traffic has gone up in the last couple of months (and that's more than enough to cover the whole market cap). "

I tend to agree that Zameen's valuation gives us SH a great buffer to weather the macro environment storm and if we believe in Shaun and his mgmt team, then FDV will produce significant profit after that.

The next quarterly report will be interesting. If Zameen and other businesses are still growing (or stagnant in this environment), then we have good reason to remain optimistic.

What do you think?

PS my sentiment remains a Buy because of the depressed SP. I want to buy more but will wait to read the quarterly report.

Expand

On the whole I'm happy to hold FDV for the longer term but what makes you think Zameens market cap is so high?

FDV Price at posting: 67.5¢ Sentiment: None Disclosure: Held
Upvote

0 Great analysis

Reply

Top Stories

LU7

Lithium Universe (ASX:LU7) board visits Quebec to engage key stakeholders

RCE

Recce's R327 found effective against E.coli during clinical trial

LRV

Larvotto identifies new exploration target at NSW's Hillgrove, boosting shares by nearly 20%

Week 26 Wrap: Cerberus of inflation barks – rents, electricity & fuel – and world watches two elders bicker

Microcap Wrap: 5 explorers with news out today

CMX

ChemX Materials kicks off first stage works at WA high purity alumina pilot

SS1

Sun Silver gets that drill to thrill feeling from high grade hits at Maverick Spring

SVL

Silver Mines models five new calderas close to 396Moz Bowdens deposit

Wealth Within weighs in on shock 4% inflation read – and stocks that could survive the gloom

AVA

Ava Risk Group expands US presence with A$0.7M Substation Deal

There are more pages in this discussion • 7 more messages in this thread...

First 16 Last

Add FDV (ASX) to my watchlist

(20min delay)
Last 43.5¢		Change 0.005(1.16%)		Mkt cap ! $188.6M

Open	High	Low	Value	Volume
42.5¢	43.5¢	42.0¢	$135.6K	317.5K

Buyers (Bids)

No.	Vol.	Price($)
1	68612	43.0¢

Sellers (Offers)

Price($)	Vol.	No.
44.0¢	40000	1

View Market Depth

No.	Vol.	Price($)
9	165368	0.420
4	108500	0.415
3	44879	0.410
3	50187	0.405
12	126477	0.400

Price($)	Vol.	No.
0.445	11666	1
0.450	50217	2
0.460	31071	2
0.465	32500	1
0.470	3740	2

Last trade - 15.35pm 28/06/2024 (20 minute delay)

FDV (ASX) Chart

Ann: FDV LATAM strategy update, page-16

Lithium Universe (ASX:LU7) board visits Quebec to engage key stakeholders

Recce's R327 found effective against E.coli during clinical trial

Larvotto identifies new exploration target at NSW's Hillgrove, boosting shares by nearly 20%

Week 26 Wrap: Cerberus of inflation barks – rents, electricity & fuel – and world watches two elders bicker

Microcap Wrap: 5 explorers with news out today

ChemX Materials kicks off first stage works at WA high purity alumina pilot

Sun Silver gets that drill to thrill feeling from high grade hits at Maverick Spring

Silver Mines models five new calderas close to 396Moz Bowdens deposit

Wealth Within weighs in on shock 4% inflation read – and stocks that could survive the gloom

Ava Risk Group expands US presence with A$0.7M Substation Deal

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: FDV LATAM strategy update, page-16

Top Stories

Lithium Universe (ASX:LU7) board visits Quebec to engage key stakeholders

Recce's R327 found effective against E.coli during clinical trial

Larvotto identifies new exploration target at NSW's Hillgrove, boosting shares by nearly 20%

Week 26 Wrap: Cerberus of inflation barks – rents, electricity & fuel – and world watches two elders bicker

Microcap Wrap: 5 explorers with news out today

ChemX Materials kicks off first stage works at WA high purity alumina pilot

Sun Silver gets that drill to thrill feeling from high grade hits at Maverick Spring

Silver Mines models five new calderas close to 396Moz Bowdens deposit

Wealth Within weighs in on shock 4% inflation read – and stocks that could survive the gloom

Ava Risk Group expands US presence with A$0.7M Substation Deal

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News