VPC - Daily Discussion, page-644

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El Jefe

6,066 Posts.

882

14/12/16

16:04

Post #: 21336980

Originally posted by rturve ↑

I think we need to give Rusty a call to see what he thinks about the SP and what he is planning to do differently to turn things around. The market is not seeing the growth numbers it needs to rerate us at the moment . EV is currently about $12mil - $5 mil = $7 mil on earnings of about 0.5 * 4 = $2 mil . So a PE of 3.5 which is extremely under valued with no growth factored in. I think the market needs to see how we can get to an EV of $100 mil and how long that is going to take. I don't think we need to get the earnings to $30 mil as the PE number will increase if we can show meaningful exponential growth. I think $10 mil would get us there as long as this was in a 1 - 2 year time frame.

So a 500% increase in earnings from where we are now sounds a lot but the market we are in is huge and we are only just scratching the surface.

Column 1 Column 2 Column 3 Column 4

1 Q Earnings $ mil Q on Q Growth Growth

2 0.50 1.3

3 Jan-17 0.65 1.3 30%

4 Apr-17 0.85 1.3 69%

5 Jul-17 1.10 1.3 120%

6 Oct-17 1.43 1.3 186%

7 Jan-18 1.86 1.3 271%

8 Apr-18 2.41 1.3 383%

9 Jul-18 3.14 1.3 527%

10 Oct-18 4.08 1.3 716%

Expand

I'm really hoping things pick up a lot faster than that. Going from your oct 18 figures we would still be behind BIGs current revenues by quite a bit and we have both been a listed company a similar amount of time. I know it's not comparing apples to apples but still.

If we are getting these growth figures now and are just ramping up and international expansion I'm hoping 20% MOM is not out of the question or at least 50% P/Q. I mean rusty has been saying recently a few times things are nuts, surely the marketing must be paying off now and the name getting out there so I'm just hoping we can grow faster than we have up to now.

Still zero interest on market from buyers.

VPC Price at posting: 1.9¢ Sentiment: Buy Disclosure: Held

2 Upvote

0 Great analysis

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	Column 1	Column 2	Column 3	Column 4
1	Q	Earnings $ mil	Q on Q Growth	Growth
2		0.50	1.3
3	Jan-17	0.65	1.3	30%
4	Apr-17	0.85	1.3	69%
5	Jul-17	1.10	1.3	120%
6	Oct-17	1.43	1.3	186%
7	Jan-18	1.86	1.3	271%
8	Apr-18	2.41	1.3	383%
9	Jul-18	3.14	1.3	527%
10	Oct-18	4.08	1.3	716%

VPC - Daily Discussion, page-644

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