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NemesisAu

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11/09/20

15:00

Post #: 47273838
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Originally posted by Salubrious: ↑

I thought I would kick off the general discussion with some of my research on Asset Owl and why I think it is a Buy.

AO1 is just starting to grow with first sales announced and has "secured access to over 6,000 real estate agencies and an estimated 500,000 properties" through platform PropertyMe and a long-term strategic partnership with PropertyTree. It is still near shell price with a ~$4.4mil MC.

From the most recent investor presentation recommend a read;
https://hotcopper.com.au/threads/ann-assetowl-investor-presentation.5354755/

So the initial target market is 6.5k Australian agencies, avg 200 properties, future developments possible within the privately managed space / other countries.

They have previously indicated 20% of the national market as a figure, assumedly a longer term goal, the pricing model has changed since then though to be more competitive;
https://hotcopper.com.au/threads/ann-assetowl-investor-presentation.5065318/

Here’s my back of envelope calcs, if AO1 can capture 20% of only the Aus market (not considering NZ), under the standard service tier, we would be looking at a share price of ~$0.122 with the assumptions per the table (expenses ignored and running a Price:GP ratio being a growth stock). Note the SOI is likely to increase as I suspect these guys are getting due for a raise. I think there are also upsides to the calculation given the NZ market and potential for the rest of the world and other real estate solutions.

LINK to sheet

AO1 also ticks a few other boxes. No debt, low burn, reasonable remuneration for Directors, reasonable SOI (watch this), Directors and notable investors buying with their own cash around this price.

We'll see how this post ages. Best of luck, hoot hoot.

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Hi Salubrious,

Thanks for sharing, much appreciated.

I've read a number of your posts today and am impressed by your research and analytical skills.

I was wondering if you would be interested in doing a similar discussion/research into a company called Parkway Minerals - PWN?

I believe this is another company with massive potential and I'd be interested in hearing your thoughts on them.

Cheers!

AO1 Price at posting: 0.9¢ Sentiment: Buy Disclosure: Not Held
1 Upvote

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