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DW8 Growth, page-9649

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mrmonopoly89

249 Posts.

46

13/09/21

15:50

Post #: 56025270
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Originally posted by Tommyhaib: ↑

Sure - thanks for your comment on fair value. Fair opinion however I believe otherwise.

I’m focusing my attention on the DCF model I have built, sure it’s long-dated but this is how I have been valuing early stage technology disrupters. Growth takes time. I have a clear assumption on the revenues I see the MARKET side of the business contributing once fully off the ground. Once the short term volatility subsides, I’m confident my price target will be reached. Business execution and implementation from Dean and the team have been consistent, it’s unfortunate covid has thrown a spanner in the works however the business has shown its resilience and defensive traits (i.e. DTC channel).

The Parton acquisition made a lot of sense and reinforces the importance a strong logistics franchise plays on attracting key customer accounts. Some of which already had existing relationships with Parton. Please note - all we really need is one big account (I.e. treasury, accolade etc) for winedepots success to be transformed overnight. You’ll regret selling the day that is announced Tommy.

Cheers. DYOR.

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what’s your price target using your model?

DW8 Price at posting: 5.7¢ Sentiment: Buy Disclosure: Held
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