Have revisited this name, I own a small portion but haven't done work on it in a while. Business is at a very interesting juncture:
- EBITDA breakeven by ~September next year, noting R&D is not capitalised which is conservative accounting as it would lower EBITDA
- Excellent operating leverage due to its high margins
- Very favourable medium-to-long term tailwinds / industry growth
- Trades at very depressed ARR multiples, even accounting for the recent share price bump:
In Table Form - ARR multiples vs history:
In Chart Form - ARR multiples vs history:
Ann: Qoria Secures Strategic Partnership in Texas, page-6
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Last
39.5¢ |
Change
0.005(1.28%) |
Mkt cap ! $484.3M | |||
| Open | High | Low | Value | Volume |
| 39.0¢ | 42.0¢ | 38.5¢ | $8.682M | 21.69M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 6 | 76033 | 39.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 40.0¢ | 252296 | 10 |
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| Last trade - 11.40am 30/09/2024 (20 minute delay) ? |
| QOR (ASX) Chart |