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TV2

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Future Valuation, page-127

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Parcels

389 Posts.

24/07/17

11:20

Post #: 26038764

Originally posted by KamXan ↑

Just rereading through Parcels' initial post (excerpt below) on this thread to determine approx MC from SOL deal alone (as estimated revenue provided for this). Given revenue streams from SOL alone is expected to be USD1.5mil/month, one could expect the MC, based on this alone to be AUD174mil (1.5mil * 1.2(FXUS to AUD) *12mths less AUD10mil costs * 15PEratio)/ 1.13mil shares = 15c share price. My point is, is the SOL deal alone worth 15c/ share, with PGAS and Chinese smart city being upside to this? Is anyone else on the same page with this or am I way off?

2. Potential Market Capitalisation

TV2’s market capitalisation is currently about $18 million (the figure shown on HotCopper is incorrect). Based on the deals currently in place, and assuming a subscriber base of 1 million in Brazil and 3 million in Indonesia can be secured within 12 months, some speculative 12-month projections using various sub fees are as follows:

Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7

1 Fees (per subscriber)[/I] Brazil Indonesia Total Revenue (yearly) Revenue minus Estimated Costs ($10mil/yr) Projected Market Cap (P/E 15) Forecast Share Price

2 30c[/B][/I] $300K/mth $900K/mth $14.4 million $4.4 million $66 million 6c

3 50c[/I] $500K/mth $1.5M/mth $24 million $14 million $210 million 19c

4 $1[/I] $1M/mth $3M/mth $48 million $38 million $760 million 69c

5 $1.50[/I] $1.5M/mth $4.5M/mth $72 million $62 million $930 million 84.5c

Expand

Just keep in mind that all these figures are speculative at this stage. Also the fully diluted market cap isn't reflected here. Personally I do believe that we will see 10c+ in time and it's very possible that this could occur within the next 12-months, however the anticipated revenue would need to be reported in the quarterlies for a substantial rerate such as this to occur (IMO).

GLTAH, DYOR.

TV2 Price at posting: 2.2¢ Sentiment: Buy Disclosure: Held

5 Upvote

0 Great analysis

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	Column 1	Column 2	Column 3	Column 4	Column 5	Column 6	Column 7
1	Fees (per subscriber)[/I]	Brazil	Indonesia	Total Revenue (yearly)	Revenue minus Estimated Costs ($10mil/yr)	Projected Market Cap (P/E 15)	Forecast Share Price
2	30c[/B][/I]	$300K/mth	$900K/mth	$14.4 million	$4.4 million	$66 million	6c
3	50c[/I]	$500K/mth	$1.5M/mth	$24 million	$14 million	$210 million	19c
4	$1[/I]	$1M/mth	$3M/mth	$48 million	$38 million	$760 million	69c
5	$1.50[/I]	$1.5M/mth	$4.5M/mth	$72 million	$62 million	$930 million	84.5c

Future Valuation, page-127

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