MOZ mosaic brands limited

Yea that's my thoughts too. They have clearly ramped up digital...

  1. 1,103 Posts.
    lightbulb Created with Sketch. 886
    Yea that's my thoughts too. They have clearly ramped up digital sales successfully and are continuing to accelerate down that path.

    All things being equal, the $75m EBITDA target for a 60m market cap seems very cheap. I imagine with the right restructuring they could enhance that further by increasing profit margins and removing the perceived risks storefronts have (based on the stats I've been seeing on the industry, foot traffic is very high anyway tbh). I'm looking at CCX for comparison and can see that shifting 30-40% of their sales online has proven to be a remarkable rerate from $1-$3.

    We could be sitting on a company that is worth at least $200m MC minimum once they complete the restructure. Either way, I feel selling at under $1.50 for a company with so much potential is wrong on so many metrics. The question is, is the market smart enough to see this value soon?
    Last edited by JAar: 25/08/20
 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.