Not a current holder but looking closely. Have been playing around with the figures following the HY results. I’ve penalised the figures/valuation numbers pretty hard, but it looks like the return over the next 3-5 years is pretty good regardless. Aiming for directionally right rather than super accurate, feel free to critique if you wish lol
Estimated FY 26 targets1 2 AUM (m) $15,000 3 recur rec generated @ 1.7% margin$255 4 5 AM EBITDA @ 40% margin$102 assumes 0 trans/perf fees6 @ 15x FRE $1,530 7 8 9 MA Money 10 Mid-point NPAT 15m @ 10x$150 assumes 0 value to11 other Lending activities12 CA + Equities 13 17.5m EBITDA @ 8x$140 14 15 Corporate 16 -30m EBITDA @ 10x-$300 17 18 Valuation $1,520 19 p/s $9.48 160.4m s/o 20 21 CAGR over 3 year realisation27.2% 22 CAGR over 4 year realisation19.8%
Thoughts welcome
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