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

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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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(20min delay)
Last $40.68		Change 0.180(0.44%)		Mkt cap ! $13.25B

Open	High	Low	Value	Volume
$40.62	$40.86	$40.46	$1.606M	39.49K

Buyers (Bids)

No.	Vol.	Price($)
11	266	$40.66

Sellers (Offers)

Price($)	Vol.	No.
$40.68	38	4

View Market Depth

No.	Vol.	Price($)
3	19	40.630
7	74	40.620
5	130	40.610
8	409	40.600
4	178	40.590

Price($)	Vol.	No.
40.650	236	9
40.660	64	5
40.670	153	5
40.680	144	2
40.690	133	3

Last trade - 10.41am 17/06/2025 (20 minute delay)

TNE (ASX) Chart

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

Listen: HotCopper Wire Podcast 013 - They changed the IPO rules (and that's a good thing)

ASX Market Close: Index treads water as Energy stocks surge | June 16, 2025

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'Encouraging' signs as ASM puts cash-saving options to test at Dubbo drill site

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Buyers (Bids)

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

Top Stories

Listen: HotCopper Wire Podcast 013 - They changed the IPO rules (and that's a good thing)

ASX Market Close: Index treads water as Energy stocks surge | June 16, 2025

ASX Market Open: Hopes turn on Israel-Iran attacks barely rattling crude price | June 17, 2025

'Encouraging' signs as ASM puts cash-saving options to test at Dubbo drill site

Redcastle teams up with Terra Mining to get revenue flowing at Redcastle Reef, Queen Alexandra projects

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