I was trying to figure out how you go from 38% revenue i increase in 1H to 25% increase full year. What does that mean for 2H revenue given the merger in late Feb 22. The 38% increase in revenue was ascribed to the addition of Quantum and SMS business in the half year report
If you assume the y/y 38% revenue increase continues for Jan and Feb before the merger then the revenue for the remaining 4 months must actually decrease 1% y/y to arrive at 25% increase overall. Assuming that revenue is generated evenly, that’s no organic growth in revenue.
Happily the situation with EBITDA is much better by this same simplistic analysis. 37% increase in 1H turns to estimated 30% increase FY. If you assume steady EBITDA growth of 37% for Jan and Feb, again pre-merger last year, then this must fall off to 16% increase for the remaining 4 months
this 16% increase will include the earnings from SMS.
16% increase is slightly better than the addition of ~10% EBITDA (3 m on top of 30 m from FY22 ) estimated to be generated by SMS at the time of acquisition. So it’s something.
some pretty rough calculations there so might need refining
- Forums
- ASX - By Stock
- PGC
- Ann: Investor Presentation
Ann: Investor Presentation, page-4
-
- There are more pages in this discussion • 2 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 PGC (ASX) to my watchlist
|
|||||
Last
42.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $695.2M |
Open | High | Low | Value | Volume |
42.0¢ | 42.0¢ | 42.0¢ | $13.34K | 31.77K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
5 | 74471 | 41.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
42.0¢ | 255434 | 5 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
5 | 74471 | 0.410 |
3 | 112469 | 0.405 |
5 | 210415 | 0.400 |
1 | 7692 | 0.390 |
2 | 40431 | 0.380 |
Price($) | Vol. | No. |
---|---|---|
0.420 | 255434 | 5 |
0.425 | 157901 | 3 |
0.430 | 6976 | 1 |
0.435 | 21267 | 2 |
0.440 | 178920 | 5 |
Last trade - 10.06am 24/06/2024 (20 minute delay) ? |
Featured News
PGC (ASX) Chart |
The Watchlist
FHE
FRONTIER ENERGY LIMITED
Adam Kiley, CEO
Adam Kiley
CEO
SPONSORED BY The Market Online