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

XAO

Click for more information

0.36%

8,022.7 all ordinaries

Finally starting to move as previously called, now 40 cents

First 46 Last

Share
Profile

Follow
Mundo122

10,090 Posts.

1207

03/09/19

11:08

Post #: 40288577
Share

Originally posted by Mundo122 ↑

STTCOMP QFE FA LONG
S.P - 33.5 cents
MC - 47 mill
Boys, as per analysis below I believe QFE currently is one of the best value stocks in the market. At a mere MC of 47 mill, cash on hand around 15 mill, you can see per my analysis, y-o-y revenue is growing at exponential rate.
2017-2018 - 312%
2018-2019 - 219% (conservative ESTIMATE)

Whilst the GP margin is slowly decreasing to infliction point.
2017-2018 = -58%
2018-2019 = -42% (conservative ESTIMATE)

With further increase within the industry of the use of this service, minimal competitors and a good management team I believe this will re-rate and re-rate hard. Even the recent announcement of the July operations shows the demand of this product.

Even at looking at similar BNPL industries this stacks up incredibly well if not better. There MC are in some instances 10 x more than QFE.

DYOR, but I believe this is a winner. Estimating this will be valued in the dollar minimum come end of year.
Awaiting FY results and further information. - due 27 August

Expand

Finally starting to move as previously called, now 40 cents

XAO Value at posting: 6,673.8
1 Upvote

0 Great analysis

Reply

First 46 Last

Add XAO (ASX) to my watchlist