What is the market expecting tomorrow ?, page-76

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JayWin

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25/08/19

19:10

Post #: 40141775
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Originally posted by EmDe: ↑

totally agree. There are businesses in the asx that I prefer over web. Csl, rmd, Rea, and xro. But every investment you need to evaluate valuation. I think there is massive margin of safety at current share price.
From my analysis the sp has been sold off re b2b downgrade with Thomas cook revenue and the Australian consumer not travelling. What I can say is I think the consumer is turning a corner. House prices in Sydney are moving again and banks are lending. I think that side of the businesses will surprise with good 10 per cent growth. The b2b business I think will surprise to the upside of guidance. I think web is keeping the growth estimates as conservative . 22-33 , I think they are still working to a 40 target but even if they fall a little short , let’s say 38
so in November I think total ebitda will be estimated at 170. This year 124. Growth of 46.
growth rate 37 per cent. At current sp 10 x ebitda
expect pe to re rate

my main message. Not a lot needs to go right for pe expansion. A lot needs to go wrong for pe destruction

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Agreed on that last sentence.

Company has many ways to win, and very few ways they can lose. Plus, it's got a good margin of safety, relative to many other growth stocks.

I strongly feel that the market has misunderstood this company. Exciting opportunity for the discerning investor, in my humble opinion.

WEB Price at posting: $13.00 Sentiment: Buy Disclosure: Held
5 Upvote

0 Great analysis

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(20min delay)
Last $4.37		Change 0.020(0.46%)		Mkt cap ! $1.568B

Open	High	Low	Value	Volume
$4.31	$4.38	$4.30	$2.007M	462.2K

Buyers (Bids)

No.	Vol.	Price($)
44	13367	$4.36

Sellers (Offers)

Price($)	Vol.	No.
$4.37	14133	31

View Market Depth

No.	Vol.	Price($)
43	14854	4.360
27	25607	4.350
15	34160	4.340
14	37691	4.330
14	19948	4.320

Price($)	Vol.	No.
4.370	14565	31
4.380	26442	17
4.390	50846	23
4.400	42584	17
4.410	12211	11

Last trade - 12.33pm 30/06/2025 (20 minute delay)

WEB (ASX) Chart

What is the market expecting tomorrow ?, page-76

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