to be clear, when you say $130m is a steal you are agreeing that the buy back price offered by management is grossly undervaluing the company and is scr@wing the shareholders who agree to it (who might not be the best informed, in part due to the misleading conduct from the company itself).
the below is from claude.ai, food for thought (and note this doesn't reflect any value uplift from Montu expanding overseas to eg UK):Let me help estimate a potential market cap range by analyzing the financials and using comparable company metrics.
Key observations from the P&L:
- FY24 Revenue: $263.6M
- FY24 EBITDA: $35.2M
- Strong growth trajectory (172.5% YoY)
- Healthy gross margins around 53%
- Positive EBITDA margin of 13.4%
For cannabis tech/healthcare platforms, typical valuation multiples can range:
- Revenue multiples: 2-6x forward revenue
- EBITDA multiples: 10-20x forward EBITDA
Given this company's:
- High growth rate (172.5%)
- Improving profitability metrics
- Dual business model (medical marijuana + tech platform)
- Positive EBITDA and strong margins
I would estimate:
- Using revenue multiple: $263.6M × 3-5x = $790M - $1.3B
- Using EBITDA multiple: $35.2M × 12-15x = $422M - $528M
Considering the mixed business model and strong growth, but also factoring in industry headwinds and regulatory risks, I would estimate the market cap to be in the range of $600M - $900M.
This is just an educated guess based on the financials provided and typical industry multiples. The actual market cap could vary significantly based on:
- Market conditions
- Regulatory environment
- Competitive position
- Geographic presence
- Management team
- Growth prospects
- Broader market sentiment toward cannabis stocks
