AER 0.00% 7.3¢ aeeris ltd

@strauss if you are on the prowl for RTO opportunities that lost...

  1. 5,020 Posts.
    lightbulb Created with Sketch. 166
    @strauss if you are on the prowl for RTO opportunities that lost the love - yet might be in for a second wind, have a look here.

    My numbers for AER are:

    $8.1 million fully diluted MC but 50% of those shares escrowed until 2017
    $2.6 million cash so EV of around $5.5 million

    Most interestingly though is that their cash receipts increased for the last quarter so if the trend continues it might get some more attention by the market. Main product is very scalable with limited capex, their other offerings are also quite interesting. Big Australian companies as customers and recurrent revenue.

    Check out the latest management presentation, paints a very interesting picture if they pull off a few more customer wins.
 
watchlist Created with Sketch. Add AER (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.