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

HHI

Click for more information

0.00%

0.5¢ health house international limited

Baillieu Holst haven't fared too well with growth...

First 657 Last

tedarcidi

2,020 Posts.

40

15/12/16

15:24

Post #: 21365777

Originally posted by rturve ↑

ok I have added a few scenarios with Saas growth of 30% , 50% , 75% & 100%. What I can now see is the market is currently giving us a PE multiple of 3.5 which is very low see link https://stockrow.com/CRM/competitors Salesforce has a PE of 243 . Looking at the data I would say to avoid another small CR we need to see SaaS growth above 50% or costs need to come down and at the moment is probably the main reason for the suppressed SP and a PE of only 3.5. Sustained Q on Q growth even at 30% should be rewarded with an increasing PE multiplier which I have guessed at but I think it is what the market would do . So the main focus for Rusty is to get that growth number for SaaS up above 50% without increasing cost . To be fair to him this is what he has been doing with the 4 pillars just how well he has been doing we will find out.

Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 Column 9 Column 10 Column 11 Column 12 Column 13 Column 14 Column 15 Column 16

1 Q SaaS Rev DD Rev Saas Growth Q on Q DD Growth Q on Q Revenue $ mil Cost $ mil Cash from CR Earnings per Q Earnings per Y Growth PE EV Cash MC SP

2 0.075 0.43 30% 20% 0.50 1.50 1.50 0.50 2.00 3.5 7.0 5.5 13 1.8

3 Jan-17 0.10 0.51 30% 20% 0.61 1.53 1.53 0.61 2.43 22% 3.75 9.1 4.0 13 1.9

4 Apr-17 0.13 0.61 30% 20% 0.74 1.56 1.56 0.74 2.96 48% 4 11.8 2.4 14 2.0

5 Jul-17 0.16 0.73 30% 20% 0.90 1.59 1.59 0.90 3.60 80% 4.25 15.3 0.8 16 2.3

6 Oct-17 0.21 0.88 30% 20% 1.10 1.62 1.62 1.10 4.38 119% 4.5 19.7 5.5 25 3.6

7 Jan-18 0.28 1.06 30% 20% 1.34 1.66 1.66 1.34 5.34 167% 5 26.7 3.8 31 4.4

8 Apr-18 0.36 1.27 30% 20% 1.63 1.69 1.69 1.63 6.52 226% 5.5 35.9 2.2 38 5.5

9 Jul-18 0.47 1.52 30% 20% 1.99 1.72 0.40 0.67 2.68 299% 15 40.2 0.4 41 5.9

10 Oct-18 0.61 1.83 30% 20% 2.44 1.76 0.00 0.68 2.73 388% 20 54.5 0.0 55 7.9

11

12 Q SaaS Rev DD Rev Saas Growth Q on Q DD Growth Q on Q Revenue $ mil Cost $ mil Cash from CR Earnings Earnings per Y Growth PE EV Cash MC SP

13 0.075 0.43 50% 20% 0.50 1.50 1.50 0.50 2.00 3.5 7.0 5.5 13 1.8

14 Jan-17 0.11 0.51 50% 20% 0.62 1.53 1.53 0.62 2.49 25% 4.5 11.2 4.0 15 2.2

15 Apr-17 0.17 0.61 50% 20% 0.78 1.56 1.56 0.78 3.12 56% 5.5 17.2 2.4 20 2.8

16 Jul-17 0.25 0.73 50% 20% 0.99 1.59 1.59 0.99 3.95 98% 6.5 25.7 0.8 26 3.8

17 Oct-17 0.38 0.88 50% 20% 1.26 1.62 1.62 1.26 5.04 152% 7.5 37.8 5.5 43 6.2

18 Jan-18 0.57 1.06 50% 20% 1.63 1.66 1.66 1.63 6.51 225% 8.5 55.3 3.8 59 8.5

19 Apr-18 0.85 1.27 50% 20% 2.12 1.69 1.69 2.12 8.49 325% 10 84.9 2.2 87 12.5

20 Jul-18 1.28 1.52 50% 20% 2.80 1.72 0.40 1.48 5.93 461% 20 118.5 0.4 119 17.1

21 Oct-18 1.92 1.83 50% 20% 3.75 1.76 0.00 1.99 7.97 650% 35 278.9 0.0 279 40.2

22

23 Q SaaS Rev DD Rev Saas Growth Q on Q DD Growth Q on Q Revenue $ mil Cost $ mil Cash from CR Earnings Earnings per Y Growth PE EV Cash MC SP

24 0.075 0.43 75% 20% 0.50 1.50 1.50 0.50 2.00 3.5 7.0 5.5 13 1.8

25 Jan-17 0.13 0.51 75% 20% 0.64 1.53 1.53 0.64 2.57 28% 5 12.8 4.0 17 2.4

26 Apr-17 0.23 0.61 75% 20% 0.84 1.56 1.56 0.84 3.37 68% 7 23.6 2.4 26 3.7

27 Jul-17 0.40 0.73 75% 20% 1.14 1.59 1.59 1.14 4.55 127% 10 45.5 0.8 46 6.7

28 Oct-17 0.70 0.88 75% 20% 1.58 1.62 0.80 0.76 3.04 217% 20 60.9 0.0 61 8.8

29 Jan-18 1.23 1.06 75% 20% 2.29 1.66 0.00 0.63 2.53 358% 30 75.9 0.0 76 10.9

30 Apr-18 2.15 1.27 75% 20% 3.42 1.69 0.00 1.73 6.94 585% 35 242.8 0.0 243 35.0

31 Jul-18 3.77 1.52 75% 20% 5.29 1.72 0.00 3.57 14.28 959% 40 571.2 0.0 571 82.2

32 Oct-18 6.60 1.83 75% 20% 8.42 1.76 0.00 6.67 26.67 1585% 45 1200.1 0.0 1200 172.8

33

34 Q SaaS Rev DD Rev Saas Growth Q on Q DD Growth Q on Q Revenue $ mil Cost $ mil Cash from CR Earnings Earnings per Y Growth PE EV Cash MC SP

35 0.075 0.43 100% 20% 0.50 1.50 1.50 0.50 2.00 3.5 7.0 5.5 13 1.8

36 Jan-17 0.15 0.51 100% 20% 0.66 1.53 1.53 0.66 2.64 32% 5 13.2 4.0 17 2.5

37 Apr-17 0.30 0.61 100% 20% 0.91 1.56 1.56 0.91 3.65 82% 7 25.5 2.4 28 4.0

38 Jul-17 0.60 0.73 100% 20% 1.33 1.59 1.59 1.33 5.34 167% 10 53.4 0.8 54 7.8

39 Oct-17 1.20 0.88 100% 20% 2.08 1.62 0.80 1.26 5.03 316% 20 100.6 0.0 101 14.5

40 Jan-18 2.40 1.06 100% 20% 3.46 1.66 0.00 1.80 7.21 592% 30 216.2 0.0 216 31.1

41 Apr-18 4.80 1.27 100% 20% 6.07 1.69 0.00 4.38 17.52 1114% 35 613.2 0.0 613 88.3

42 Jul-18 9.60 1.52 100% 20% 11.12 1.72 0.00 9.40 37.60 2125% 40 1504.0 0.0 1504 216.6

43 Oct-18 19.20 1.83 100% 20% 21.03 1.76 0.00 19.27 77.08 4105% 45 3468.6 0.0 3469 499.5

Expand

Baillieu Holst haven't fared too well with growth predictions.....
3 downward revisions since relisting, is it ?
Must be nearly due for another 'invaluable' research report from them soon...

VPC Price at posting: 1.9¢ Sentiment: None Disclosure: Held

0 Great analysis

Top Stories

AII

Almonty locks in govt agreement for tungsten oxide plant in South Korea

GED

Golden Deeps eyes prospective Cu-Au tenements in NSW with HOA

I88

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

MDI

Nanocap Middle Island Resources kicks off Barkly copper-gold drill run – a potential IOCG-style NT project

IMM

Immutep reports strong response rate from immunotherapies treating carcinomas

NIM

Nimy to raise $1.21M to explore 'newsy' WA targets

BHP

BHP dips as WA nickel suspended after A$6B hit; losses eased by US CPI and forewarning

SKS

SKS Technologies wins US$90M award to supply power to international hyperscale data centre in Melbourne

ASX hits all time high out the gate on Friday trades following bullish US inflation data

Bitcoin investors need to know the risks

There are more pages in this discussion • 855 more messages in this thread...

First 657 Last

Add HHI (ASX) to my watchlist