QEX - QEX Logistics

[sb9]

Herd buying off the Lindsay ann !!

Yes, looks like that. He's got bit of coin atm that Lindsay man.

Dipped in my toes on this one few weeks back.

[Timesurfer]

Dipped in my toes on this one few weeks back.

Yep me too recently. Surely you can't go far wrong at current prices.
I am trusting that the names connected with this one can deliver. Their strategy looks good to me.

[silverblizzard888]

Terribly undervalued company. One only needs to look at the latest presentation to see the potential of these guys. Massive growth in revenue and that’s just on milk powder. I have a $3.90 valuation on these guys, but that’s just me. Seems to run under the radar for some reason.

[whatsup]

Terribly undervalued company. One only needs to look at the latest presentation to see the potential of these guys. Massive growth in revenue and that’s just on milk powder. I have a $3.90 valuation on these guys, but that’s just me. Seems to run under the radar for some reason.

Nothing wrong with the company just needs runs under its belt, very hard for a small newly listed company to get instant 5 star rating unless it has massive a truly house hold name, backing and solid financials , patience needed with QEX but the future looks good here, making big steps quietly imo.

[silverblizzard888]

What’s not to like about the company:

Strong revenue growth
Cornerstone shareholder in Lindsay
In a growing market with huge demand
Excellent management
Asb and Forsyth Barr showing them off
Big name customers
High reward to risk ratio
Constantly improving efficiency and scale

[SilverBack]

What’s not to like about the company:

Strong revenue growth
Cornerstone shareholder in Lindsay
In a growing market with huge demand
Excellent management
Asb and Forsyth Barr showing them off
Big name customers
High reward to risk ratio
Constantly improving efficiency and scale

QEX is high growth, low profit company. For companies like this I like to track the Market Cap. to Gross Margin Revenue ratio as a proxy for PE (which is not much help for profitless stocks). I use an estimate for forward revenue based either on company guidance or my assessment if guidance not given. On today's SP at 110c, I find that QEX has a ratio of 6.9. That compares with Xero on 32.9, Pushpay on 10.1 and Plexure on 8.5. I don't see why QEX cannot match PPH's valuation, which case the SP would be 162c. Following company guidance at the end of February, we can expect NPAT to double, producing a PE of 23.0 on today's SP, while at 162c, the PE becomes 33.9.

[sb9]

QEX is high growth, low profit company. For companies like this I like to track the Market Cap. to Gross Margin Revenue ratio as a proxy for PE (which is not much help for profitless stocks). I use an estimate for forward revenue based either on company guidance or my assessment if guidance not given. On today's SP at 110c, I find that QEX has a ratio of 6.9. That compares with Xero on 32.9, Pushpay on 10.1 and Plexure on 8.5. I don't see why QEX cannot match PPH's valuation, which case the SP would be 162c. Following company guidance at the end of February, we can expect NPAT to double, producing a PE of 23.0 on today's SP, while at 162c, the PE becomes 33.9.

Nice correlation there. Seem to be going well, few up days followed by accumulation at higher highs.

[whatsup]

Nice little pop on more agency tie ups. That man Lyndsay knows his stuff.

[beetills]

When will the good news stop.I can't handle it.
Disgruntled RBC shareholder.

[minimoke]

I apologise to holders. You can now expect a 10% drop in SP as I have today entered this register. Wanted to park my SML profits somewhere with high risk and potential high reward. I like QEX's story to date (still gives me exposure I want to China and agriculture) and they seem to be getting runs on the board. Inevitably when I buy a SP drops. Sorry.