TIL - Trilogy [formerly ECO - Ecoya]

[bull....]

why no npat figures?

[Beagle]

A very warm welcome back Noodles. Thanks for your input. Its refreshing to be invested in a very high growth company that's profitable while doing it. Tough company to value so I won't try...just enjoy the growth ride and see what happens. Disc Modest position.

[Balance]

why no npat figures?

NPBT increasing by 320% reads more impressive than NPAT increasing by 226%.

Will revert to NPAT type comparison next year.

[sb9]

Glad to see you back noodles...

[Beagle]

A very quick and dirty attempt to put a current year PE on this one. EPS per accounts 5 cps on NPBT of $4.6m so at the mid point of the full year forecast 13 / 4.6 x 5 gives 14.13 cps for the full year.
So at $2.40 the company is on a current year PE of only 17. Seems very reasonable indeed considering the phenomenal growth rate.
Please note, I haven't considered the effective tax rate, carried forward losses if any, earn out provisions to the vendors on the CS acquisition...like I said just a quick and dirty attempt to get a handle on the rough current year PE.

[Joshuatree]

Welcome back noodles; have missed your solid ,objective, Investment bias free, spruik free ,analysis of stocks.

[percy]

I see the result as above expectations (excluding CS).

3rd August they said
Revenue =$23 m
net profit before tax = $3.5 million

At the AGM they said:
Revenue =$24 m
net profit before tax =4.8 million

They have now delivered:
Revenue =24.2m,
net profit before tax = $4.9m.

The CS result is the one to watch for the full year. For me, this is a risk.

Great having you post.
You have been very much missed.
Thanks to you and Lizard I brought into TIL.
TIL are certainly on track to keep growing.Sound business in Australasia providing the cashflow/profit for them to explore other markets.

[Beagle]

Welcome back noodles; have missed your solid ,objective, Investment bias free, spruik free ,analysis of stocks.

Makes you wonder who the good Samaritan is who works hard behind the scenes by e.mail talking to people encouraging them to come back doesn't it.

[Joshuatree]

Thanks thats the funniest thing I've heard for a while, taking the credit., credit among many methinks but mostly to noodles. Laughter is the best medicine ( besides a Lindauer Summer)
Anyways back on topic; i dithered/ got distracted more than once and missed my entry on this stock despite excellent advice from a mentor. Will watch for an opportunity if i should be so lucky.Good luck all.

[Beagle]

A gentleman with all your skills and you missed this one even with the excellent advice of a mentor ????? I wish you the very best of luck getting a better entry price...