Australia's largest stock trading and investment forum Australia's #1 stock forum

Its Over, page-241

First 241 Last

1ronnie

21,118 Posts.

1981

28/08/18

12:22

Post #: 35232158

Originally posted by 1ronnie ↑

Calix (CXL) came out this morning with a creditable result.
Highlights:

• Calix posts second consecutive year of >100% EBITDA growth

• The Company’s core products for wastewater treatment (ACTI-Mag) and corrosion protection (PROTECTA-Mag) products revenues grew 35% and gross margins grew from 30% to 35 %

• Calix today announces it has executed a third Material Transfer Agreement (MTA) covering testing and trials of the Company’s BOOSTER-MagTM crop protection product, with another major global crop protection corporation

• Low Emissions Intensity Lime and Cement (LEILAC) Project progress continues on time and budget

• The Industrial Transformation Training Centre for Future Energy Storage Technologies, of which Calix is an industrial partner, was recently awarded $4.38m by the Australian Resesarch Council

Revenues from core products were up 25% to $3.87m while it continued to enjoy grants and incentive income totalling $7.6m. Consequently EBITDA improved from $955k to $1.93m. Due to higher depreciation/amortisation/impairment expenses, Losses however increased to $3.34m from $2.14m. However, a deeper study into the financials would reveal that if you remove the once-off impairment cost for Leilac Belgium project of $2.916m, losses would have actually reduced to just $424k.
More importantly, cashflow from operations (including finance cost and forex losses but excluding non-cash depreciation/amortisation/impairment) improved from $517k to $1.329m.

Column 1 Column 2 Column 3 Column 4 Column 5

1 COVERAGE DATE STOCKS PRICE ON COVERAGE DATE PRICE @MIDDAY GAIN%

2 20/8 NGI $ 5.810 $ 5.800 -0.2%

3 8/8 SFC $ 15.050 $ 17.280 14.8%

4 6/8 CGL $ 7.080 $ 7.320 3.4%

5 31/7 MYE $ 1.180 $ 1.380 16.9%

6 30/7 MP1 $ 4.370 $ 4.140 -5.3%

7 26/7 SKF $ 0.150 $ 0.190 26.7%

8 24/7 ZEN $ 1.060 $ 0.910 -14.2%

9 23/7 CXL $ 0.630 $ 0.830 31.7%

10 17/7 COE $ 0.445 $ 0.457 2.7%

11 13/7 SHL $ 26.500 $ 25.500 -3.8%

12 29/6 BYE $ 0.340 $ 0.295 -13.2%

13 28/6 ATC $ 0.195 $ 0.160 -17.9%

14 18/6 A2M $ 10.780 $ 11.000 2.0%

15 18/6 CGC $ 8.750 $ 7.320 -16.3%

16 14/6 NZK $ 2.240 $ 2.590 15.6%

17 4/6 BUB $ 0.830 $ 0.700 -15.7%

18 15/5 SW1 $ 0.410 $ 0.355 -13.4%

19 14/5 RHC $ 65.420 $ 57.050 -12.8%

20 9/5 FYI $ 0.145 $ 0.088 -39.3%

21 3/5 4DS $ 0.057 $ 0.120 110.5%

22 2/5 PME $ 8.150 $ 9.920 21.7%

23 1/5 TTT $ 1.540 $ 1.885 22.4%

24 30/4 CTD $ 24.880 $ 31.380 26.1%

25 18/4 CLV $ 1.030 $ 1.610 56.3%

26 18/4 VIV $ 0.054 $ 0.044 -18.5%

27 11/4 APX $ 8.820 $ 13.950 58.2%

28 11/4 BHP $ 29.440 $ 33.060 12.3%

29 11/4 PPS $ 0.595 $ 1.012 70.1%

30 11/4 PTB $ 0.545 $ 0.620 13.8%

31 Return @ 10.81% assuming @ $1k even per stock

Expand

A great success story, Appen (APX) continues with its excellent growth trajectory chalking up a 106% increase in revenues to $153m while NPAT and EBITDA also grew by 119% and 100% respectively- can't get better than that. Instead of sp dropping like some growth stock not meeting very high expectations, sp rose on the back of a forecast of doubling of EBITDA levels to $54-59m in the year ahead.

PME hit $10 today presumably after some press coverage in the AFR last week.

4DS released its marketing presentation to the US and we should expect a very exciting time for the stock going forwards as the company's valuation is still substantially undervalued relative to global peers.

I think CGC, BUB, VIV and ZEN had been hard done by over the last week(s) and a rebound in sp is already occurring.

Column 1 Column 2 Column 3 Column 4 Column 5

0 COVERAGE DATE STOCKS PRICE ON COVERAGE DATE PRICE @MIDDAY GAIN%

1 20/8 NGI $ 5.810 $ 5.780 -0.5%

2 8/8 SFC $ 15.050 $ 17.240 14.6%

3 6/8 CGL $ 7.080 $ 7.400 4.5%

4 31/7 MYE $ 1.180 $ 1.370 16.1%

5 30/7 MP1 $ 4.370 $ 4.190 -4.1%

6 26/7 SKF $ 0.150 $ 0.190 26.7%

7 24/7 ZEN $ 1.060 $ 0.930 -12.3%

8 23/7 CXL $ 0.630 $ 0.860 36.5%

9 17/7 COE $ 0.445 $ 0.472 6.1%

10 13/7 SHL $ 26.500 $ 25.545 -3.6%

11 29/6 BYE $ 0.340 $ 0.295 -13.2%

12 28/6 ATC $ 0.195 $ 0.160 -17.9%

13 18/6 A2M $ 10.780 $ 11.390 5.7%

14 18/6 CGC $ 8.750 $ 7.610 -13.0%

15 14/6 NZK $ 2.240 $ 2.560 14.3%

16 4/6 BUB $ 0.830 $ 0.720 -13.3%

17 15/5 SW1 $ 0.410 $ 0.340 -17.1%

18 14/5 RHC $ 65.420 $ 57.520 -12.1%

19 9/5 FYI $ 0.145 $ 0.084 -42.1%

20 3/5 4DS $ 0.057 $ 0.110 93.0%

21 2/5 PME $ 8.150 $ 10.070 23.6%

22 1/5 TTT $ 1.540 $ 1.820 18.2%

23 30/4 CTD $ 24.880 $ 31.600 27.0%

24 18/4 CLV $ 1.030 $ 1.605 55.8%

25 18/4 VIV $ 0.054 $ 0.046 -14.8%

26 11/4 APX $ 8.820 $ 15.020 70.3%

27 11/4 BHP $ 29.440 $ 33.365 13.3%

28 11/4 PPS $ 0.595 $ 1.017 70.9%

29 11/4 PTB $ 0.545 $ 0.620 13.8%

30 Return @ 11.19% assuming @ $1k even per stock

0 Great analysis

There are more pages in this discussion • 21,520 more messages in this thread...

First 241 Last