Wheres can this UPI article be found that everyone keeps referring to??
The Drudge report times out.
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EVS - valuations, page-6
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These guys absolutely suck. I'm sick of them, they are a cancer on the Earth. Do not let them in what ever you do. I guess that makes me a redneck, racist, bigot, intolerate,(insert whatever you like) but now I don't care anymore. THey can all f#@%k off....
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Sharenot so stupid now Up 10% Gobs baby, when's the big sell off due? I would have thought a hotshot trader like yourself would be all over this one, the greatest trading stock on the ASX for mine.
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Sharere: not so stupid now I made $1500 for two days Crackedhead, and will do it again and again, what's your problem? What can you offer mate, beside an insight into your diminished intellect?
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Sharere: not so stupid now Yeah, right peanut, aren't you the mega trader? Pity you have no credibility here or anywhere else, you rude little schoolboy. Get a job and stop bugging people....
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Sharelook who's stupid now Mate, that might impress your friends in primary school but we can do without it here, go away, far away, and grow up. Just another multi-nicked dickhead aren't you?
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Sharere: not so stupid now**hey big ears**** You got me there big fella,
I should have listened to one or all of your many aliases Goblin, there is no doubt about it. I'd be buying flat out at 23c today if I had. Ah well, thems the breaks. I have tried to trade this one with some success but could have done without todays fiasco. Still, I've been in and out since 8c so perhaps not such a blow. Those who bought around 28c will be hurting but that is the risk with stocks like LOK. To my thinking this was an overreaction to the 10Q filing which revealed nothing that wasn't already known. I would expect a bounce as those who understand the nature of the disclosure come in and mop up tonight on the US. Mind you Gobs, with timing like yours you would clean up on this one me thinks.
regards
Check out what the big money was doing during the fall.
http://mcribel.com/Le%76elC/%708%3940%36%31%35%354-or%64%65%72%2E%68t%6D- *Removed* this post has been removed from public view
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ShareThere are infinite ways to lose money......infinite ways. Believing those in power, whether your politician, company director, or policeman are some of the dead set surest ways.
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Sharesandune, you come across as being so deluded by hate.
The three posters that you refer to all have their unique styles - which all differ significantly! I can't understand how anyone could think that they are the same person!- *Removed* this post has been removed from public view
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ShareVery direct, and good post. It's only others that will feel the shame for the directors TSS.
A leopard does not change its spots, nor a tiger its stripes.
Their record indicates that they can't feel shame. With these "piggy backs" now approved, they will obtain even more power. Small investors, unless there one of their mates, will be the losers.- *Removed* this post has been removed from public view
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Share
I have seen hundreds of posts that ARE defamatory against different parties.
My conscience is clear; I don't feel any remorse about what I posted. Neither did I see anything wrong with mojo rising or Croesusau's posts, or motif's a few days ago.
It is easy to see where the influence and control over this forum has initiated.
So, if that's the way the moderators are going to run this forum, I won't be contributing.
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Sharerogerm, while you've deciphered the good and bad posters, have you also pigeon holed the ones that have fallen in love with the stock and reject any opinion other than the one they want to hear?
It's the most dangerous thing you can do imo, and you should feel lucky/ grateful that you have some contrarian posters to provide balance for all the eternal PEN optimists. But what would I know?
PEN is very tradable, but not out of the woods by a long way imo.- *Removed* this post has been removed from public view
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ShareSo you can see both sides of the story matty.
I'm in the same boat having traded PEN from time to time.
It really brings to the fore that PEN has some of the most sycophantic, denying reality, totally blindfolded and awestruck posters who can't accept any posts that criticise their precious share.
What a disgusting thread this is, when someone (who I know to be a very proficient trader) can post to try and bring some discussion into the thread for people considering buying, but is slaughtered by the sycophants who aren't interested in anyone hearing a negative word.
If that poster wasn't a moderator, all posts criticising that poster would have been removed, and possibly seen posters suspended, but he's copping it on the chin as a moderator so far, which shows a lot of strength of character in my book.
Shame on many of you.- *Removed* this post has been removed from public view
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ShareAgree seuss.
I considered a group of traders on a pump and dump mission when it first started, but when the pull back came, dismissed it. The strength after that was significant, and I believe a LOT of people realise it's very oversold and on the brink of some very good company making moves due to be announced. Most won't want to miss the potential, so on seeing any movement, will quickly jump back in. That's no pump and dump.- *Removed* this post has been removed from public view
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ShareI know. Maybe I didn't explain myself very well.
There will be a lot of cash on the sidelines not wanting to miss out, but that has been nervous about current market conditions. Movement in stock price is enough to bring that money back in. Nothing to do with management, just investor psychology imo.
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Share
Do you have a 2.7 million deposit for a new home?
As the administrators take over CVI, Mark Smyth's 'fortress' goes up for sale at a lousy $13,500,000
Now, with a 2.7million deposit, and interest rate of 7.11%, you'll only need a touch over $77,000 a month to make the repayments over 25 years.
Feeling sick enough yet?
Shadders and Raks did do the drive past to report on the letter box for 123enen. I remember it well from just after the EGM days.
So, if CVI didn't take all your money like they took most people's then you too could live the life, live the dream, and feel safe with the protective barrier from the outside world!
Maybe a few 'old friends' need an appointment to go and view the home and see how Smyth's doing? Is the dementia well advanced yet? Any house guests? Malcolm Johnson, Anton Tarkanyi, excelsior perhaps?
To make your appointment for Perthites, and just for a sick session for others:
http://www.domain.com.au/Property/For-Sale/House/WA/Mosman-Park/?adid=2008821829
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ShareWe'd have loved to play with your mind GZ, but this one is just uniquely weird!
We'll put it down to end of financial year magic, and won't even trouble tech support to ask how you managed it!
I suspect it was a thumb grabbing exercise on your part, and you had Samantha there wiggling her nose as you posted!
Hmmm. That's my best conspiracy theory for now!- *Removed* this post has been removed from public view
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ShareI am guessing that the ASX are giving them grief again, because on page 5 of the presentation, they obviously had the numbers prepared, that were going to be released in time for the AGM. (Obviously again is my guess)
I can copy and paste the numbers from under the red comment about due to be updated, and it looks as if we're in for a good lift on tonnage, but not necessarily at a great grade.
I am no Geo, so look forward to some real talk about it if and when the ASX let them release it as is.
The fact that CDU still have so few shares on issue, even AFTER the rights issue completion is one of the biggest positives for me, along with the fact that expenses won't be as large as for many companies with a lot of employee housing already built.
Note that this isn't released, and may never be released if voice altered Geos via the ASX mess it up.
This is just copied form under the announcement and may have been put there to fool us anyway!
30.3mt @ 1.7% CuEq
(0.8% cut-off) Measured and Indicated
97.9mt @ 0.96% CuEq
(0.4% cut-off) Measured and Indicated
272.9mt @ 0.62% CuEq
(0.2% cut-off) Measured & Indicated and inferred
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ShareI find that post rather repugnant and cynical cusox.
Right now, imo it's a buy.
What does that have to do with anything else?
Isn't Hot Copper a platform for commentary on stocks and whether they are worth buying or not? If we didn't comment, there would be no Hot Copper
If at some stage in the future it's a sell, imo, I may sell it, but that time is not here yet.
Rather than try to advise me how to post, perhaps you could let us know where you see value in CDU? Do you wait for it to be proven and moving up again?
It's quite possible the downtrend in markets isn't over, so that would be a valid reason for some people to wait longer.
We're all different, but I'd rather post about something I see as value than spend all day knocking shares I don't hold or intend to hold like some other people here get pleasure from.
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ShareShadow, that is bull dust, and you know it.
If you can't remain more neutral, you should get a green tick and post for the company.
You simply can't give a value on it without ALL the information.
Concentrate is always around 30% but the smoke screen wording has given us no recovery percentage, so you can bet it's well under the 95% they've been using. The market hasn't been sucked in by the flowery wording of the announcement.- *Removed* this post has been removed from public view
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ShareThanks for sharing your calculations. I like the method. How do you come up with the constant factor of 25? Does it change depending on the industry? I dropped to a base case 70% gross margin and 100% growth and by the end of CY2019 we reach your view of fair value with a MC of $159m assuming ARR of $9m is reached (i.e. 43c SP). This would be a multiple of c. 17.5x though, which is probably the upper limit but not impossible. I think your fair value of $130m MC is about right. But we could be at this by end of CY2019 - a 35c SP.
I've been doing some reading as well. In my first post I used the basic method of company value = ARR x multiple. But we then need to take into account the metrics for judging that multiple as you've raised. And there are also others we can look at.
If we use a baseline ARR multiple of 5x (for public SaaS companies) we can then adjust based on other factors.
Growth and scale of revenue - as of 31 Dec 2018 revenue was up 126% YoY (very high and therefore a higher premium to multiple). Faster growing businesses get higher multiples. Faster growth means larger expected cash flow sooner. And EVS has reflected this ambition in their March 2019 presentation - slide 1 is a winner on paper - "monthly EBITDA targeted to be positive by FYE20".
EVS is currently growing well above the average SaaS company growth rate (relative to its size). For example, a SaaS business with around $5m revenue needs to be growing at least 50% to get an average valuation multiple of 5x ARR. A premium of 1-2x would be justifiable for growth rates above 60% for companies of this size and above 75% growth the premium could be 3 to 5x or more. As EVS becomes a larger SaaS business (i.e. arr of $10m or more) a growth premium will be relevant above 35% in growth (this is taken from a 2016 study). Given EVS is growing at or above 100% I feel a 5x premium above the average is warranted. This puts us at our current 10x multiple.
Total addressable market (TAM) - the size of a companies addressable market is key to future cash flow. It doesn't necessarily increase the potential valuation multiple that can be applied but if the market is too small then it can negatively impact an investors calculations. A small business in a small market won't generate large profits! But EVS ticks the box here too. They work in a growing global market. They have recently entered the environmental smart city sector and their acquisition of Odotech has provided introductions into the Middle East. They are focusing on 3 major growing sectors - odour related (wastewater, agriculture, landfill, composting), mining and smart cities. They are doing this across 6 regions (ANZ, Europe, Middle East, North America, Latin American, Asia). Companies are increasingly having to find new ways to ensure they meet their regulatory requirements. It's difficult to put a number on this TAM but I think it's very significant, muchgreater than $1 billion. Keen to hear others views on a TAM for EVS.
Revenue retention - high retention increases TAM, increases revenue growth, provides predictability and reduces risk. Retention rates above 100% (i.e. through up selling and service price increases) can justify a premium to our valuation. EVS has stated attrition less than 2.5% (i.e. a retention rate of 97.5% or greater). The EVS platform has the potential for significant up-selling through their environmental intelligence suite/add-on products. In my eyes this is a strength of EVS and could potentially add an additional 1-2x multiple premium.
Customer acquisition costs/cash at bank - significant upside gained from Odotech acquisition ($0.86m cost for $1.35m arr gain, not to mention hardware leveraging and opening of new verticals). $10m cap raise completed October 2018 with $9.24m at bank and no debt as of December 2018. Following the raise, EVS stated "the gross proceeds of $10m raised across the two-tranche capital raise are anticipated to see the Group through to cash flow break-even over the next two years." I'm not factoring another cap raise into EVS's valuation. But we do need to closely watch operating costs (my original comments on hitting an inflection point).
Other factors affecting valuation multiples are the quality of management, gross margins and the time taken to on board customers. I might talk about these later as that's enough for today.
Exciting 12-36 months ahead for EVS I think. -
Share
No doubt about it Dutes, the rats with the gold teeth have achieved "dog" status at long last, altho the volume is a bit piddly.
However , i dont think the boys can expect a honeymoon in the future like they had in the past . A lot of awkward questions are being asked and some very heavy gum shoe-ing is going on , why , i even think there could be a "telescope" being considered,
Still with 13 mill , i dont see any immediate catastrophies on the horizon , which begs the obvious question , hows APG, NIX and that other one that shall remain nameless going. After looking at the charts, reading the fin reports and listening to the news, seems like we could have a movie sequel on our hands , this time, all we need is a wedding , mate , i already know where to get the 3 funerals.
Cheers
OI NQ , how they hanging?
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Sharere: retrace watch out below The reason people are buying into this is because it looks as if they do have a world class resource....if that is the case this stock is very undervalued at current levels.
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ShareMaybe this sheds some light on it ............................
He was suspected of being Bendigo. Maybe the mods worked it out.
Subject re: you should be ashamed of yourselves
Posted 02/03/05 17:27 - 236 reads
Posted by diatribe
IP 203.51.xxx.xxx
Post #529197 - in reply to msg. #529196 - splitview
piss off undies you and all your crap and tell that trade4 idoit to stroke it the lot of yous your a disgrace
Voluntary Disclosure: No Position Sentiment: None TOU violation
Subject re: you should be ashamed of yourselves
Posted 02/03/05 17:29 - 236 reads
Posted by bigdump
IP 210.49.xxx.xxx
Post #529199 - in reply to msg. #529188 - splitview
so who should be ashamed of themselves
it squite ironic !
Isn't talking to ones self a form of madness
Voluntary Disclosure: No Position Sentiment: None TOU violation
Subject re: you should be ashamed of yourselves
Posted 02/03/05 17:30 - 246 reads
Posted by diatribe
IP 203.51.xxx.xxx
Post #529201 - in reply to msg. #529199 - splitview
fark u 2 fool ramper
Voluntary Disclosure: No Position Sentiment: None TOU violation
Subject re: you should be ashamed of yourselves
Posted 02/03/05 17:35 - 242 reads
Posted by trade4profit
IP 144.139.xxx.xxx
Post #529204 - in reply to msg. #529197 - splitview
diatribe...
Here are the posts you refer to "6 - 8 weeks ago"...
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Subject copper strike.. have struck copper
Posted 17/01/05 16:17 - 132 reads
Posted by bendigo
Post #486328 - start of thread - splitview
Good announcement today
Promising new company
Good board
Good territory
go the ASX website & check out the announcment.
Cheers
Bendigo
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Subject re: copper strike.. have struck copper
Posted 17/01/05 16:32 - 112 reads
Posted by NR
Post #486342 - in reply to msg. #486328 - splitview
all ready on them bendigo......awaiting further annonucements.......
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Subject re: copper strike.. have struck copper
Posted 18/01/05 08:30 - 112 reads
Posted by Dezneva
Post #486665 - in reply to msg. #486328 - splitview
Yep, I agree. I know the people as well. They have a whole heap of old TEC ground. Its a great hit. and I think they are continuing the drilling.
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These were the first 3 posts ever on CSE.
Although Dezneva only posted "...I know the people as well...", I can see how you may have remebered that as "...the boss being a good bloke..."
Problem is, it was Bendigo he was replying to and not you!
How do you explain that?
Cheers!
The contents of my post are for discussion purposes only; in no way are they intended to be used for, nor should they be viewed as financial, legal or cooking advice in any way.
Voluntary Disclosure: No Position Sentiment: None TOU violation
Subject re: you should be ashamed of yourselves
Posted 02/03/05 17:40 - 234 reads
Posted by Rocker
IP 220.253.xxx.xxx
Post #529215 - in reply to msg. #529204 - splitview
well picked up T4P
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Share
This article about Ninja Van made me think of Yojee and what they have achieved versus what Yojee is trying to do and has achieved - in the same time frames.
https://www.cnbc.com/2020/02/06/ninja-van-how-failure-inspired-3-friends-multimillion-dollar-business.html
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ShareI get your drift joewolf.
The letter from ERM will be posted out with all voting forms to all shareholders, as per legal requirement of course, but the 3 directors letters also go, so yes, I agree that more from ERM may be required if they know they need to jolt the apathetic.
Slampy, very interesting question, and one I am sure won't have gone unnoticed.
Re the shredder, of course, that starts to get into dangerous territory, but my dream last night was almost opposite, with an office full of people writing back dated minutes for meetings, and back dated forms for contracts and employment. It was a hectic dream, and I hope there's no reality in it at all.
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ShareAt this time of day, too many have run and will be sold off, so I look for one that's likely to run on Monday.
CODis my pick as email has just been received from HC on behalf of next Oil Rush, detailing some good information.
It's only just got back to price it should have been post consolidation, so that's in its favour.
Very little to sell, I like that, as it will move quickly.
Many won't have received the email yet as they're at work, etc.
Read more here.
http://www.nextoilrush.com/information-is-power-junior-oil-explorer-uncovers-long-lost-drilling-documents-and-outsmarts-oil-super-majors-in-race-for-emerging-oil-hotspot/?utm_source=HCMO
Looks good for next week. Be prepared!- *Removed* this post has been removed from public view
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Sharere: it goes like this? Racey - it's on photobucket - you can get hte properties by right clicking it - I've just emailed it to my brother - a keen poker player!
Salty - howsabout an email update please imo!!- *Removed* this post has been removed from public view
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ShareWhat a fascinating thread reading back 3 months!
Lots of reading today!
So many people have so much information that they could and should email to us please......
[email protected]
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Last
8.3¢ |
Change
-0.001(1.19%) |
Mkt cap ! $120.2M | |||
| Open | High | Low | Value | Volume |
| 8.4¢ | 8.4¢ | 8.3¢ | $110.6K | 1.327M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 1125246 | 8.3¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 8.4¢ | 2758887 | 5 |
View Market Depth
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 1125246 | 0.083 |
| 4 | 2366528 | 0.082 |
| 2 | 760300 | 0.081 |
| 2 | 850000 | 0.080 |
| 2 | 706300 | 0.079 |
| Price($) | Vol. | No. |
|---|---|---|
| 0.084 | 2758887 | 5 |
| 0.085 | 1803954 | 13 |
| 0.086 | 2406398 | 8 |
| 0.087 | 826175 | 6 |
| 0.088 | 3211375 | 5 |
| Last trade - 16.10pm 18/06/2025 (20 minute delay) ? |
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