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  1. #1321
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    Quote Originally Posted by sb9 View Post
    Reasoning for same being????
    A company that doubles it's profit, can't continue to experience a run away, quadrupling, share price... we have to come back down to earth sometime

  2. #1322
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    Quote Originally Posted by trader_jackson View Post
    A company that doubles it's profit, can't continue to experience a run away, quadrupling, share price... we have to come back down to earth sometime
    With respect time will tell...

  3. #1323
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    Reason being those parties having sold out of til The opposite of post purchase dissonance I guess. As poeple have noticed the large increase are driven by off market purchases while the recent pull back has been largely driven by retail investors. This being said I think trilogy could do themselves a favour by providing an update so the market has some numbers to work off. In the meantime BWX is the proxy on the ASX showing what an asx Listing may do to the sp.

  4. #1324
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    Unless the guidance is for profit to double again

  5. #1325
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    Quote Originally Posted by trader_jackson View Post
    A company that doubles it's profit, can't continue to experience a run away, quadrupling, share price... we have to come back down to earth sometime
    What's your estimate of earnings next FY? Maybe if you did some numbers you would surprise yourself rather than saying it can't keep going up for no reason

  6. #1326
    老外
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    We all knew there would be some profit taking, why freak out when it happens? Tiny volume as well...

  7. #1327
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    Got TIL on a forward PE of 16 based on the current SP on the basis revenue is $120m EBITDA of $27m and NPAT of $16m for FY2017 done the same analysis with BWX and its currently running on PE 26 on revenue $103m EBITDA $31m and NPAT of $20m based on my estimate of FY20173

    Would be interested to see others valuations people have done ?
    Last edited by boysy; 27-07-2016 at 02:55 PM.

  8. #1328
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    Quote Originally Posted by boysy View Post
    Got TIL on a forward PE of 16 based on the current SP on the basis revenue is $120m EBITDA of $27m and NPAT of $16m for FY2017 done the same analysis with BWX and its currently running on PE 26 on revenue $103m EBITDA $31m and NPAT of $20m based on my estimate of FY20173

    Would be interested to see others valuations people have done ?
    Base case
    Rev 113
    EBITDA 25
    NPAT 16.6
    EPS 24c

    Bull case (still a relatively conservative bull case IMO)
    Rev 118
    EBITDA 28
    NPAT 18.6
    EPS 27c

  9. #1329
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    Big 440 chomp on close dragged up the vwap.

  10. #1330
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    Apr 2014
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    Great spike this arvo, $4.46

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