FDV 4.55% 46.0¢ frontier digital ventures limited

Hi. I was just making the point that the portfolio's revenue...

  1. 1,156 Posts.
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    Hi. I was just making the point that the portfolio's revenue growth (ex Zameen) is healthy for Latam and Rest of FDV

    https://hotcopper.com.au/data/attachments/5478/5478137-04191b994303a5a7b5e675edd0558d0e.jpg
    The collapse in Zameen revenues has offset these numbers at the FDV group level.

    I agree with you that revenue growth should be 20-30% p.a. at the group level to make this stock exciting again.

    But revenue growth, ex Zameen, is 10% and 30% in the current quarter, and averaging over the last 3 Qtr's we have:
    4% x 4 = 16% p.a. Latam
    8% x 4 = 32% p.a. Rest of FDV

    These are encouraging numbers.

    Good luck with your position.
 
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