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:
Have revisited this name, I own a small portion but haven't done...
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Last
41.0¢ |
Change
-0.020(4.65%) |
Mkt cap ! $488.5M | |||
| Open | High | Low | Value | Volume |
| 43.0¢ | 43.0¢ | 41.0¢ | $808.0K | 1.923M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 21944 | 41.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 42.0¢ | 28240 | 2 |
View Market Depth
| Last trade - 16.10pm 01/07/2024 (20 minute delay) ? |
| QOR (ASX) Chart |