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

ALU

Click for more information

0.00%

$68.33 altium limited

Recent Drop in Price, page-21

First 21 Last

Share
Profile

Follow
GrazerAu

206 Posts.

7

03/07/18

12:45

Post #: 34105656
Share

Originally posted by Valleys ↑

I would say it's priced for 30% revenue growth (and a bit more earnings growth) for the next 5 years. And we are assuming that the 200 mill revenue target for 2020 will be hit. Which means 2nd half revenue should come in about 70 ish million, and earnings in the 2nd half to increase 30-50% over pcp. A shortfall on the next results will cause a sizable drop, but an outstanding result could lead to a rise. But strong growth is definitely priced in.

Having said that, as a saas company with a strong growth profile, not an asset heavy business and doesnt require huge investment for growth, a company like this is never going to come cheap

Expand

Yeah i have something like this as current expected growth to justify current price.
Growth year 1 30%
Growth year 3 20%
Growth year 10 13%

ALU Price at posting: $22.21 Sentiment: Buy Disclosure: Held
Upvote

0 Great analysis

Reply

Top Stories

AZY

Antipa divests its Citadel interest to JV partner Rio for A$17M, refocuses on Minyari Dome

MKG

Mako sniffs gold at 170 g/t at Cote d’Ivoire's Napié play

MLS

Metals Australia kicking off plant study at Lac Carheil; Canadian tariff tailwind potential

MM8

Medallion Metals kicking off 15,000m drill run at Ravensthorpe gold play

VUL

Vulcan appoints investment bank and M&A veteran to board

Week 37 Wrap: HotCopper likes Cuban oil; markets shrug debate off for Putin; firebrand quant says social media a market threat

NAM

Olam Agri raises Namoi takeover offer to 75 cents a share and receives shareholder backing

ASN

Utah authorities sign off on Anson's lithium extraction plans at Green River

Dale Gillham's weekly wrap: US fracking support boosts outlook for Australian gas stocks

ENV

Enova Mining unveils "high-grade" REE drill hits at Coda North, Brazil

There are more pages in this discussion • 60 more messages in this thread...

First 21 Last

Add ALU (ASX) to my watchlist

SPONSORED BY