IPG 1.47% $4.83 ipd group ltd

The diversification of the streams is a great move by the...

  1. 103 Posts.
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    The diversification of the streams is a great move by the team.

    Cables on the pro forma basis become 25% of total revenues... insane! With the growth of the Plugs sector >25% CAGR, that looks like it could bolster at >10% total revenues too.. also insane!

    On a basic 12M extrapolation - $32M EBITDA (H1 $16M)
    Lets say $35M - 3Y average Net Income as a % of EBITDA = 60%

    $21.1M Net incomeFY24 vs $16M FY23

    Approx. 16.5M new shares though

    Estimated EPS - $0.21FY24 vs $0.19FY23 POST DILUTION!

    *Correct me if i'm wrong, but have included the CMI revenues in the EBITDA figure; if this is Ex. CMI, then its even bigger...)
    Last edited by LF916227: 28/11/23
 
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