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12.0¢ mosaic brands limited

Correct me if I'm wrong, isn't this a cobbling together of the...

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alonso

15,915 Posts.

134

17/01/20

11:09

Post #: 42430781
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Originally posted by PortfolioPlus: ↑

Mike, short answer to Morgans valuation scenario - they grossly overvalued it at $3.64 and now they are right on the money at $2.04.
ShareClarity value it at $2.02 assuming a FY20 EBITDA of $53m and normalised eps of 19.8c But surely one would want a margin of safety of around 20% so I'm not considering this until it gets to around $1.62 or substantially picks up its act. Thinking deeply about this, management were never going to achieve their ambitious $75m EBITDA, so the retail slow down and the fires have offered them some cover. The verdict on them is yet to come I suspect.

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Correct me if I'm wrong, isn't this a cobbling together of the old Specialty Fashion and NoniB? We all remember how that ended. And just this week we have Jeans West go down?
I can understand your caution.

MOZ Price at posting: $1.75 Sentiment: None Disclosure: Not Held
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(20min delay)
Last 12.0¢		Change 0.000(0.00%)		Mkt cap ! $21.42M

Open	High	Low	Value	Volume
12.0¢	12.0¢	12.0¢	$1.2K	10K

Buyers (Bids)

No.	Vol.	Price($)
1	8	12.0¢

Sellers (Offers)

Price($)	Vol.	No.
13.0¢	100423	4

View Market Depth

No.	Vol.	Price($)
1	8	0.120
4	245383	0.115
4	79090	0.110
2	19046	0.105
9	203925	0.100

Price($)	Vol.	No.
0.130	100423	4
0.135	67260	2
0.140	16270	1
0.145	32871	2
0.150	71376	2

Last trade - 11.44am 19/04/2024 (20 minute delay)

MOZ (ASX) Chart