Australia's largest stock trading and investment forum Australia's #1 stock forum

AOV

Click for more information

1.20%

$10.67 amotiv limited

Ann: Full Year Statutory Accounts, page-6

First 6 Last

Share
Profile

Follow
noomxx

7,311 Posts.

1075

16/08/22

20:02

Post #: 63150554
Share

Originally posted by Just_a_guy: ↑

After listening to the call, it sounds very much like they still expect to get towards their target of ebita of 192-200mil (ex vision x) in the next 12 months or so, at least on a runrate basis.
If we add in 12 months of vision x the EBITA should get up towards 210mil and EBIT of ~200.
If we assume they can deleverage towards 1.75x (mid range) this would imply paying down ~100mil debt.

At current share price that would imply an EV of 1.6b and an EV/EBIT of 8. Over the last 8 years or so, the company EV/EBIT has tended to be between 11 and 16. So if we assume the company tracks back towards the mean (which should occur given the increased geographic and product diversity and lower ICE focus), then that would imply an EV of 2.7bil, a market cap of 2.35b and a share price around $17.

I've started buying back in here, and will look to add more esp if PEP start selling their 5% stake which comes out of escrow next monday.

Expand

tried also to give you a Great Analysis, but I have used them all up today.
Fantastic post. Thanks.

Last edited by noomxx: 16/08/22

GUD Price at posting: $8.90 Sentiment: None Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

BOE

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

Is oil undervalued?

NXG

Cost blow-out for Rook I uranium project sees share plummet for NexGen

MGU

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

There are more pages in this discussion • 17 more messages in this thread...

First 6 Last

Add AOV (ASX) to my watchlist

(20min delay)
Last $10.67		Change -0.130(1.20%)		Mkt cap ! $1.503B

Open	High	Low	Value	Volume
$10.46	$10.73	$10.46	$4.179M	392.4K

Buyers (Bids)

No.	Vol.	Price($)
1	2000	$10.64

Sellers (Offers)

Price($)	Vol.	No.
$10.73	346	1

View Market Depth

No.	Vol.	Price($)
1	2000	10.640
1	2000	10.610
1	2000	10.570
1	4683	10.550
1	907	10.470

Price($)	Vol.	No.
10.730	346	1
10.920	2000	1
10.930	1000	1
10.950	5000	1
10.990	2000	1

Last trade - 16.10pm 02/08/2024 (20 minute delay)

AOV (ASX) Chart