GTK 0.64% $9.35 gentrack group limited

Ann: Investor Presentation, page-4

  1. 191 Posts.
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    Leaving themselves more room for upside surprise by assuming bulb rev goes to zero over two years. If bulb is sold instead and buyer keeps GTK (e.g like Mercury did with Trustpower) will absolutely annihilate the outlook guidance.

    This thing could be a multi bagger from here. 15% CAGR rev growth with software economics and no capitalisation of R&D is not a one point something times rev multiple business...
 
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