VPC - Daily Discussion, page-653

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15/12/16

01:13

Post #: 21347849

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

@rturve please help me out, not sure I understand your figures? Are you saying a quarterly revenue of 0.5m now would grow to $4m in Oct-18? If so, not sure we can apply the quarterly growth rate to all of the income. It really only applies to the SaaS income which is currently $75k per quarter?

Thoughts?

Cheers,
TT

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-653

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