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0.7¢ halo food co. limited

Fair Value for KTD based on BEGA BGA, page-2

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Nesho

728 Posts.

185

27/03/21

19:46

Post #: 52087693

Originally posted by ASXleo: ↑
I think we might remain at the current levels till we reach higher sales growth .

Revenue HY Cost of Sale HY Cost of Sale % Market Cap At HY
1 Keytone Dairy Corporation Limited KTD $24,518,314.00 -$19,144,823.00 -78% $50,000,000.00
2 BEGA CHEESE LIMITED BGA $ 707,733,000.00 -$ 564,734,000.00 -80% $1,956,000,000.00
3 KTD/BGA 3.46% 3.39% 2.56%
4 Now In 1 Year in 2 Years in 3 Years
5 Potential HY Revenue Growth $24,518,314.00 $29,421,976.80 $ 35,306,372.16 $42,367,646.59
6 Fair Market Cap if BGA fairly Valued $67,762,591.52 $81,315,109.82 $ 97,578,131.79 $117,093,758.15
7 Fair Share Price $0.25 $0.30 $0.36 $0.43

Lets Hope for the best next year .
Expand
So if

BGA = 1.4b annual revenue = $6.5
and
KTD = 50m annual revenue = 0.18

Wouldn't fair value, according to BGA, translate to:

0.30 cents = annual revenue 63mil?

KTD then appears severely undervalued, esp given the financial trajectory

KTD Price at posting: 18.0¢ Sentiment: Buy Disclosure: Held

9 Upvote

1 Great analysis

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			Revenue HY	Cost of Sale HY	Cost of Sale %	Market Cap At HY
1	Keytone Dairy Corporation Limited	KTD	$24,518,314.00	-$19,144,823.00	-78%	$50,000,000.00
2	BEGA CHEESE LIMITED	BGA	$ 707,733,000.00	-$ 564,734,000.00	-80%	$1,956,000,000.00
3	KTD/BGA		3.46%	3.39%		2.56%
4			Now	In 1 Year	in 2 Years	in 3 Years
5	Potential HY Revenue Growth		$24,518,314.00	$29,421,976.80	$ 35,306,372.16	$42,367,646.59
6	Fair Market Cap if BGA fairly Valued		$67,762,591.52	$81,315,109.82	$ 97,578,131.79	$117,093,758.15
7	Fair Share Price		$0.25	$0.30	$0.36	$0.43

Fair Value for KTD based on BEGA BGA, page-2

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