I look at this business as
- Cash break even
- $14m in the bank
- $55m revenue
- expect to grow at 30% revenue per year
Trading at net cash + 0.9x trailing revenue ($63m Market Cap). This seems really cheap to me for a growth business in a market that has big tail winds.
If they manage in FY23 $80m revenue and $5m PBT (which look very possible based on Q4) + start managing Investor Relations properly I think this could be valued at multiples of current share price.
I look at this business as- Cash break even - $14m in the bank-...
-
- 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)
Add SDV (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
54.5¢ |
Change
0.045(9.00%) |
Mkt cap ! $103.4M | |||
| Open | High | Low | Value | Volume |
| 50.0¢ | 55.5¢ | 49.8¢ | $235.2K | 448.4K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 2282 | 54.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 55.0¢ | 5100 | 1 |
View Market Depth
| Last trade - 16.10pm 13/09/2024 (20 minute delay) ? |
| SDV (ASX) Chart |