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largeraj

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28/05/19

22:36

Post #: 38790660
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Originally posted by hanktanson: ↑

Well one will pay for hypergrowth and fish jumping in the boat. How much extra one pays for growth will be based on how hyper the growth is, and the size and number of the fish, and how much one believes that the growth will be realised.

with such low operating costs, top line growth basically becomes bottom line growth. This is awesome compared to wtc, apt, xro etc. Isx is at a stage of very big growth and it looks like there is a lot of room to grow.

i think a high pe ratio is justified because of this. What pe do you pay for a low operating cost business with a seemingly unique and desirable client value proposition that is demonstrating execution ability. I think if they grow earnings by over 100% yoy for a few years, then a pe around 200 isn't silly. But we don't know if earnings will double every year for a few years, and that uncertainty should see a significantly lower pe ratio

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Originally posted by largeraj: ↑

Also, I think we have to account for the quality of the fish, not just the numbers.

I'm not a numbers guy, but I like your logic, which is underpinned by JK's judicious choice of words "EXTREME GROWTH" !!

I bet no one has ever seen a CEO put it out here like that before - damn sure I haven't.

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sorry @hanktanson I meant my post above to be a reply to your good one

ISX Price at posting: 67.0¢ Sentiment: Buy Disclosure: Held
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ISX Charts, page-338

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Litchfield boosts its copper, base and precious metals footprint in the NT with acquisitions

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