AMX 4.35% 33.0¢ aerometrex limited

Ann: Half Year Results Presentation, page-8

  1. 874 Posts.
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    3D modelling run-rate of $2.5m growing at 70%, as world leader with open ended scope.

    That to me is the lottery ticket because as a high growth future tech the market multiples could be very high.

    Hypothetically if the market values it at 10x revenue and if it can grow at 30% CAGR, in 2030 that would equal $25m in revenue and at 10x multiple would equal $250m market cap on it's own.

    Again hypothetically, if we combine that with the $50m revenue from MetroMap and LiDar at about a 35% market share (a bit less than their target) say at a 5x multiple equalling another $250m, and AMX would equal a $500m market cap in 2030.

    Just a bull case blueprint of what may be possible upside.
 
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