SMP 0.00% 92.5¢ smartpay holdings limited

"I think 25k is too low a target. At the current rate, we'll hit...

  1. 16,933 Posts.
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    "I think 25k is too low a target. At the current rate, we'll hit that number by ~April 2024..."

    Thanks.

    You can get some crazy valuation outcomes depending on where the leveling out occurs.

    For example, its easy to work out that, at 50,000 terminals they'll be generating some $250m of Revenue, $150m in Gross Contribution and approaching $100m in EBIT

    Those sorts of numbers certainly aren't anywhere close to being reflected in the current $300m Enterprise Value of the company.

    If they get to 50,000 terminals, the share price has a very good chance of starting with the number "3", but certainly with "2" (and not low "2"'s either).

    .
 
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