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4.1¢ atomos limited

yep but they are eroding margins with promos— that’s their...

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AuzVest

65 Posts.

16

09/05/22

06:05

Post #: 61279036
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Originally posted by James7821: ↑

With a capital goods business like this you can't just look at a revenue multiple to justify its value. You need to look at the margins and growth, that's what should be occupying 90% of your time on analysis here.

I don't think it merely trading on 1 time revenue justifies a cheap valuation.

With a constrained supply chain ultimately the value proposition is stressed and it is manifested in the product margin. Being capital goods, the product margin is absolutely the game changer for sales leverage. If the product is solid, it will be able to preserve margins without compromising growth.

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yep but they are eroding margins with promos— that’s their strategy? Discounts? That is not a strategy, it’s lazy sales.

AMS Price at posting: 30.5¢ Sentiment: Hold Disclosure: Held
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(20min delay)
Last 4.1¢		Change 0.002(5.13%)		Mkt cap ! $49.81M

Open	High	Low	Value	Volume
3.9¢	4.1¢	3.6¢	$13.44K	348.9K

Buyers (Bids)

No.	Vol.	Price($)
1	74868	3.8¢

Sellers (Offers)

Price($)	Vol.	No.
4.1¢	299046	2

View Market Depth

No.	Vol.	Price($)
1	74868	0.038
1	50000	0.037
1	300000	0.036
4	88522	0.035
2	14667	0.034

Price($)	Vol.	No.
0.041	299046	2
0.042	550000	5
0.043	100000	1
0.044	187822	1
0.045	470152	4

Last trade - 16.10pm 30/09/2024 (20 minute delay)

AMS (ASX) Chart