nice note. I'm going round and round on ISD. The business is under structural and competitive pressures. It is a $90 million Aus/NZ revenue, media monitoring business and has a small but profitable $30 million revenue Asian business. Cision trades on an EV/Revenue ratio of 4x vs 0.7x for ISD. An acquisition would be quite accretive from a few angles. Earnings accretion especially after replace some/much of Isentia tech with the acquirers in-house technology. big question is whether it makes sense for Directors to sell and run or there is a way to trade out of todays predicament.
- Forums
- ASX - By Stock
- ISD
- Doesn't look like Meltwater is interested in making a bid
Doesn't look like Meltwater is interested in making a bid, page-3
-
- There are more pages in this discussion • 4 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)