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24.0¢ beamtree holdings limited

I can’t see them achieving the $60m revenue target without...

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Klutch

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25

06/08/24

20:14

Post #: 75098521
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Originally posted by madamswer: ↑

I think investors (myself included) under-estimated just how long the lead times are for securing order in this kid of business. Given the risk-averse nature of the client base, the obstacles to getting in the door are large and numerous.

But on the flipside, once you're embedded within a customer, the Revenues are likely to be very sticky and resilient.

So after a number of years of plugging away at it, BMT today certainly looks the goods.
The stated objective of reaching $60m by end of Fy2026 sounds like a big ask (current ARR in $25m) , but they keep repeating it.

If this business gets anywhere close to the ARR target of $60m by end of FY2026, it will be generating double-digit EBITDA and EBIT approaching $10mpa.

It certainly won't be continue to be valued by the market at a sub-$70m EV in that case.

.

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I can’t see them achieving the $60m revenue target without m&a…

Happy to be proven wrong.

BMT Price at posting: 24.0¢ Sentiment: None Disclosure: Held
4 Upvote

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(20min delay)
Last 24.0¢		Change 0.000(0.00%)		Mkt cap ! $69.53M

Open	High	Low	Value	Volume
23.5¢	24.0¢	23.5¢	$68.81K	286.7K

Buyers (Bids)

No.	Vol.	Price($)
1	9731	24.0¢

Sellers (Offers)

Price($)	Vol.	No.
24.5¢	65232	2

View Market Depth

No.	Vol.	Price($)
1	9731	0.240
1	50000	0.230
3	35444	0.225
2	100100	0.220
1	25000	0.210

Price($)	Vol.	No.
0.245	65232	2
0.250	25000	1
0.255	71124	2
0.260	49604	3
0.280	32000	1

Last trade - 15.13pm 18/11/2024 (20 minute delay)

BMT (ASX) Chart

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