Australia's largest stock trading and investment forum Australia's #1 stock forum

AD1

Click for more information

0.00%

0.8¢ ad1 holdings limited

Yes, from my layman's point of view I would prefer to see...

First 10 Last

Share
Profile

Follow
Mike77

4,940 Posts.

923

20/10/21

08:37

Post #: 56924933
Share

Originally posted by savvyinvestor: ↑

Agree it’s disappointing to further dilute and drop the sp with a raise right now.

it suggests they dont have any other good news up their sleeve to pump up the sp Pre CR, so AoM is the only vertical growing revenue strongly right now.

I have observed that the focus with AoM has been on new customer wins, but the size of those contracts seem relatively small so the impact on revenue is modest. More importantly, there is no detail on the cost increases with these AoM wins, ie what are the ebitda margins / cashflow operating margins and are the margins expanding with these wins or not?

these details are critical to predicting present and future cashflows, especially given the anaemic growth in USS and core AD1 govt contrqct verticals.
.
AD1 is nearing cashflow positivity and thus the frequency and size of CRS should be minimal. Hopefully they avoid any M&A that would further dilute shareholders and distract them from executing on current veticals.

Expand

Yes, from my layman's point of view I would prefer to see growth and profitability in the existing businesses before further acquisitions.

I suppose a solid quarterly report may help offset any dilution from this raise.

AD1 Price at posting: 3.8¢ Sentiment: Buy Disclosure: Held
Upvote

0 Great analysis

Reply

There are more pages in this discussion • 4 more messages in this thread...

First 10 Last

Add AD1 (ASX) to my watchlist

(20min delay)
Last 0.8¢		Change 0.000(0.00%)		Mkt cap ! $7.189M

Open	High	Low	Value	Volume
0.8¢	0.8¢	0.8¢	$294	36.80K

Buyers (Bids)

No.	Vol.	Price($)
2	393601	0.7¢

Sellers (Offers)

Price($)	Vol.	No.
0.8¢	263199	1

View Market Depth

No.	Vol.	Price($)
2	393601	0.007
1	166666	0.006
4	890000	0.005
2	250191	0.004
1	1000999	0.001

Price($)	Vol.	No.
0.008	263199	1
0.009	464308	3
0.010	200000	1
0.011	100000	1
0.013	213209	2

Last trade - 14.51pm 18/06/2024 (20 minute delay)

AD1 (ASX) Chart

SPONSORED BY