@Galba - lets not suggest we compare or want companies to have...

@Galba - lets not suggest we compare or want companies to have the profile of the new darlings of the market like 1PG and RFN.

Let's compare and see which one we would like to be on:

CM8 (merged) - $12.5m rev per qtr, $4m EBITDA per quarter, mkt cap $52m (assume 150m @ $0.35), cash in bank ~$6m, debt of $22m debt, so Enterprise Value of $68m

1PG - $118,000 revenue last qtr, $2m loss per quarter, mkt cap $390m, cash in bank ~$10m, no debt, so Enterprise Value of $380m

RFN - $20,000 revenue last qtr, loss - who knows last qtr (they didn't lodge qtrly), mkt cap $85m, cash in bank ~$7m, no debt, so Enterprise Value of $78m

One of the things I look at is do I think the value of the company can double in value inside the next 12 months or so. What would it take to make that happen? If I apply that question to the above 3 companies... I know which one I would be backing. And I wouldn't need to think twice at all.

Regards
Marv