Using current EBITDA as your marker, when you are dealing with...

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MarsC

4,366 Posts.

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13/12/16

19:44

Post #: 21311444
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Originally posted by Adumbro ↑

well, Didak i ll double check but the 6m was including whats not seen on the market.

and yes correct, I can confirm he has been wanting to make a cross at 1.60 with 300k shares and put the other 200k on market... which is what MF above has stated.

I rate this company a lot. revenue may not be growing 20% yoy but it is certainly consistent.
Management has focused on cutting costs, improving margins, setting up the business to do well in the future, use free cash flow rather than debt i.e reinvesting in the company - I don't know to many business that seem to get this right. if you ask me, people on the page have been very short sited i.e worrying about gain costs and contracts etc, yes sure, very important factors - but easily manageable.

there are many many other reasons such as barriers to entry, their practices and accreditation, their market share etc, but what I feel comfortable most with is their balance sheet, if and when the times come their balance sheet is very sound and can be used to propel this business even further.

buying right now on an EBITDA of - 5.4x I think is a no brainier - especially when EBITDA is definitely growing.

we cant help if people feel the need to sell, after all price is a direct representation of supply and demand, I suspect that demand is only lacking because this is not a very well known stock - but thats the opportunity, once it is, and people realise they have this brand in their fridge, it will start a snowball like effect.

I will continue to buy at these prices and for as much as I can afford.

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Using current EBITDA as your marker, when you are dealing with an ag business under likely current beneficial cyclical conditions, is not so much a "no brainer", it's more a case of "no brain". But good luck with it

FRM Price at posting: $1.49 Sentiment: Sell Disclosure: Not Held
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(20min delay)
Last 26.5¢		Change -0.015(5.36%)		Mkt cap ! $60.00M

Open	High	Low	Value	Volume
27.5¢	27.5¢	25.5¢	$60.51K	233.1K

Buyers (Bids)

No.	Vol.	Price($)
1	110000	26.0¢

Sellers (Offers)

Price($)	Vol.	No.
28.0¢	10000	2

View Market Depth

No.	Vol.	Price($)
1	110000	0.260
1	12272	0.255
2	154023	0.250
1	100000	0.240
2	29000	0.220

Price($)	Vol.	No.
0.280	10000	2
0.295	21474	2
0.305	46121	1
0.330	15172	1
0.350	1412	2

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