Highly Undervalued

Datt Capital on Livewire:

"We believe that Dusk looks highly attractive at the current valuation. The company has a number of highly attractive factors that are conducive to future returns. These are:

• zero leverage,
• high margins and cash generation,
• global expansion potential,
• broader tailwinds for their specific sector, and
• an aligned and disciplined management team.

The company looks highly undervalued when you examine its valuation on a peer comparison basis.
Additionally, it has paid a gross yield (including franking credits) of around 11% over the past financial year, based on today’s price. We expect the company to continue to pay a sustainable, reliable dividend stream in the coming years, while holding significant upside potential from further expansion in its activities.

We consider the fair value for Dusk to be around $5 a share, considering all the factors mentioned above. In a nutshell, similar to our original thesis, we consider Dusk to be a Growth company that's priced as a Value stock."

https://www.livewiremarkets.com/wires/a-growth-company-priced-like-a-value-stock