TIL - Trilogy [formerly ECO - Ecoya]

[winner69]

As I mentioned before the market took ages to attribute any value to CS Dist. I think the share price was around 150/160 a month after the announcement which wasn't much higher than prior to it.

With annualised expected ebitda of ~$10m that's worth at least a $1 for the share price.

The meteoric rise in the share price over the last six months or so is a combination of recognising what CS is worth along with the hype about growth in Skincare products.

(Still believe the Ecoya stuff is a distraction but heck seeing they got it it might contribute a little but wont be 'making' the company)

[winner69]

Noodles or anybody - can you explain these -

Presentations say EBITDA is $16.3m but Segment Analysis says EBITDA is $18.8m - is the $2.55m unallocated Admin costs or something?

But the Income Statement says EBITDA is $15.3m, $$1m lower than the presentation number. Is this the $1.0m of one off costs they talked about.

should have listened to the analyst briefing eh. Be good to know the answers if you know, otherwise a call to Lewer is in order.

I don't like announcements/ presentations that don't reconcile to the Accounts without an explanation. I couldn't find any published dicuments.

Updating DCF on hold in meantime.

[noodles]

Noodles or anybody - can you explain these -

Presentations say EBITDA is $16.3m but Segment Analysis says EBITDA is $18.8m - is the $2.55m unallocated Admin costs or something?

But the Income Statement says EBITDA is $15.3m, $$1m lower than the presentation number. Is this the $1.0m of one off costs they talked about.

should have listened to the analyst briefing eh. Be good to know the answers if you know, otherwise a call to Lewer is in order.

I don't like announcements/ presentations that don't reconcile to the Accounts without an explanation. I couldn't find any published dicuments.

Updating DCF on hold in meantime.

pg.23 of the financial statements is the place to look. Not sure where you got $15.3m?
Of the $1m in one-offs, only the acquisition costs are treated separately. I think the rest are hidden in Admin costs?

[winner69]

pg.23 of the financial statements is the place to look. Not sure where you got $15.3m?
Of the $1m in one-offs, only the acquisition costs are treated separately. I think the rest are hidden in Admin costs?

thanks mate

The other $1m (I was missing) are those gains on financial instruments and contingent remeasurement consideration items

[vin]

Ouch, 5.5% today. Under $4. What's going on

[Jinx]

Ouch, 5.5% today. Under $4. What's going on

Profit. Taking.

Happy to watch it tank for however long it needs to, will only bounce as we keep getting market updates

[reacher]

Profit. Taking.

Happy to watch it tank for however long it needs to, will only bounce as we keep getting market updates

Yup, management cashing in too I imagine.

[vin]

Mmmm expected I guess, maybe an opportunity to topup.

[sb9]

Large price movements are what you get with tightly held stock like this one...

[blobbles]

Clearly some were expecting a short term bounce from the annual report and are getting out when it didn't happen. Happy to see them go!