Hi all, just some food for thought here on broker valuations. Prior to the next 1/4ly coming out from PPL any day now, I have refreshed my look at the broker valuations from late/last year. They are a little outdated now and are all likely to be revised once the new operational numbers are on the table, and fully digested as stand-alone figures presented post recapitalization.Not difficult to be expecting a trend to be firmly in place to an upside of earnings growth and profitability that will be effecting the share price.
Broker snippets below: 4th December 2020 Pureprofile (PPL) has recently been through a material restructureand today is well capitalised to execute on its growth strategy.Previously, it was a $2m market capitalised organisation, saddledwith +$25m in debt, impacting its operations due to effectiveinsolvency. Today, PPL has been unshackled from its past sins.It has hired a new CEO, Martin Filz, who has worked as a seniorexecutive in some of the most recognised market researchorganisations globally. The reinvigoration of PPL is expected tohave a positive impact on its win rate. Its core Data & Insights(D&I) operations continues to grow, even throughout theorganisation’s turmoils. With new management, PPL is looking totransition key agencies/brands to a SaaS based platform model,which will be a key driver of growth in coming years. Further PPLwill undertake small acquisitions / partnerships to expand itspanel member base, in key markets globally. On a blendedvaluation including peer comparative analysis & FCF, we valuePPL at $0.07 per share. We would expect the stock to trendupwards as a result of its recapitalisation, its revised strategy &as management prove they can deliver financial results.
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**Below is the PPL statement of what to expect from the next financial report. Keep in mind this PPL statement is released more than 6 months after than the above snippets. With the turnaround story gaining confidence from the proven performance thats now in play. I believe the ratings and target prices will soon be reconfigured to the upside in new reports. Representing a revaluation in the MC of PPL with a flurry of on-market buying to ensue. Happy to hear the thoughts.
PPL Price at posting:
2.6¢ Sentiment: Buy Disclosure: Held
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