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Originally posted by PortfolioPlus:
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In the small cap arena, most analyst reports ( and specifically the initial report) are just ‘guns for hire’. It isn’t abnormal to see them act differently to their reported position. At best they are just reporters of already published material. But always do your own sums. In the Nov report I believe their revenue numbers allow too much of a lag on gathering in the $5m plus there is no allowance for a significant ramp up in UK revenue. Besides for the next two years or so we are best watching the cash flow statement and the ARRU. It seems BE in FY 20 will need to cover fixed costs of around $7.5m - this company isn’t over extravagant with their spending. There is no need for thick shag pile carpets, marble and the statue of Venus de milo in reception...just get on and demonstrate the effectiveness of the product/ technology.
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150 000 beds at $50 a year would do it,seems very achievable.
Originally posted by PortfolioPlus:
↑
In the small cap arena, most analyst reports ( and specifically the initial report) are just ‘guns for hire’. It isn’t abnormal to see them act differently to their reported position. At best they are just reporters of already published material. But always do your own sums. In the Nov report I believe their revenue numbers allow too much of a lag on gathering in the $5m plus there is no allowance for a significant ramp up in UK revenue. Besides for the next two years or so we are best watching the cash flow statement and the ARRU. It seems BE in FY 20 will need to cover fixed costs of around $7.5m - this company isn’t over extravagant with their spending. There is no need for thick shag pile carpets, marble and the statue of Venus de milo in reception...just get on and demonstrate the effectiveness of the product/ technology.
Expand
Originally posted by PortfolioPlus:
↑
In the small cap arena, most analyst reports ( and specifically the initial report) are just ‘guns for hire’. It isn’t abnormal to see them act differently to their reported position. At best they are just reporters of already published material. But always do your own sums. In the Nov report I believe their revenue numbers allow too much of a lag on gathering in the $5m plus there is no allowance for a significant ramp up in UK revenue. Besides for the next two years or so we are best watching the cash flow statement and the ARRU. It seems BE in FY 20 will need to cover fixed costs of around $7.5m - this company isn’t over extravagant with their spending. There is no need for thick shag pile carpets, marble and the statue of Venus de milo in reception...just get on and demonstrate the effectiveness of the product/ technology.
Expand
(20min delay)