General Discussion / Social Media, page-3204

@Tarvold good question. 2/3 is a big number as is the GP margin. I haven't done it for a while but my forecasts were much more conservative with a lower GM, and without the 2/3 and it still added up to the current price being reasonable.

I would love to get some of this forum in a room to workshop the projections because I reckon it would be really interesting.

I believe in ALC but still temper that with what could go wrong or disrupt them.

PE's aren't what they used to be. Remember when a PER of 10 was reasonable. Now it seems like 20 is. Whilst their services are well proven I think when they get to a point where it looks like they have a critical mass with the early adopters we can factor in a higher PE to account for those that will have to come across eventually.

I think we are fairly or slightly undervalued and am just counting each new contract as adding value along the lines of annual earn from contract x 80% x 10 should be the additional increase in market cap. Very simple and probably wrong but I don't think it overvalues it.