What is everyone's thoughts on the below? Am I missing something?
Marketcap: $28.4Netcash = $14.4m
EV:$13.6m
Annualisedcore operations NPAT: $1.9m -> Supply chain normalisation beneficiary … Revgrowing +9% y/y.
VotiroARR of $4.8m USD (+30% y/y growth). 59% ownership. Looks like they raised at a$12.5m valuation in March 2023.
Targetvaluation:
10PE * core NPAT of $1.9m (reasonable for a cyber play growing HSD with 50% inmaintenance rev stream) = $19m
Votirogrows ARR to $6m this year. 3x ARR multiple seems very reasonable withoptionality of take-out / valuation going exponential on a rate cut = $18m USD= $27m AUD. Sen owns 59% of it.. 59%*$27m AUD = $16m
$19m+ $16m + net cash of $14.4m = target market cap of $50m -> +76% upside
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1.8¢ |
Change
0.000(0.00%) |
Mkt cap ! $29.80M | |||
| Open | High | Low | Value | Volume |
| 1.8¢ | 1.8¢ | 1.8¢ | $2.353K | 130.7K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 919521 | 1.8¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 2.0¢ | 1132431 | 1 |
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| Last trade - 10.07am 15/07/2025 (20 minute delay) ? |
| SEN (ASX) Chart |