Ann: TNE profit up 18%, ARR up 20% driven by SaaS Plus and UK, page-48

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Alex.shipway

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12/12/24

13:45

Post #: 77018146
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Originally posted by madamswer: ↑

"I am biased now because I already own the stock, and I got it for a much cheaper price."

Yeah, no one cares when you got it.
The question is what to do now (try to pretend its a discussion about a stock, and not about you)

"What is your point? What are you trying to do here?"

I'm debating the stock and its valuation.... all in terms of the very rasion d'etre of a stock discussion forum.

You stated this stock is the "best, bottom-drawer stock".

Pursuant to that, I am seeking to know on what basis you think that is the case, because in my opinion it is overvalued.

Specifically, I asked how you think value is created from here:

"Not sure how that creates wealth.
Does the multiple scoot up to 80x or 90x?
Or does the it somehow hold onto 70x and the share price grows in line with EPS growth?"

Expand

Profit is up 18%, ARR is up 20%, UK expansion is well underway.

This leads to EPS growth.

Both of your scenarios are certainly possible.

PE stays ~70 and eps forces share price growth.

An upgrade due to higher eps growth leads to a higher PE valuation.

Either of those are equally likely and possible.

TNE Price at posting: $30.35 Sentiment: Buy Disclosure: Held
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Last $40.69		Change 0.190(0.47%)		Mkt cap ! $13.25B

Open	High	Low	Value	Volume
$40.62	$40.86	$40.46	$1.670M	41.07K

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$40.71	7	1

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7	74	40.620
5	130	40.610
8	409	40.600
4	178	40.590

Price($)	Vol.	No.
40.650	236	9
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Ann: TNE profit up 18%, ARR up 20% driven by SaaS Plus and UK, page-48

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