sharetrader
Page 5 of 5 FirstFirst 12345
Results 41 to 43 of 43

Thread: WEB - Webjet

  1. #41
    Member
    Join Date
    Oct 2019
    Posts
    304

    Default

    I also love WEB. Bought in but didnt really understand until recently that WEB beds is most of the rev.
    Long term winner here with great margins.

    Thanks for the info on the bonds, didnt know that.

  2. #42
    Advanced Member
    Join Date
    Aug 2021
    Location
    Auckland
    Posts
    1,580

    Default

    aye - regarding the bonds - the best way to look at its PE multiple is to do it on a fully diluted basis by assuming 100% of the bonds convert to equity... IE the $ face value of bonds divided by ~$6.25 per share equals the new number of ordinary shares that will most likely be issued. add that to the existing number of shares to get total "in the money" diluted shares, multiply that by the spot price to get a fully dilluted mcap, and divide by consensus NPAT. have that down somewhere will post later.

    edit - the fully diluted mcap maybe relevant for EV/EBITDA multiples but need to have a look and think about fully diluted PE multiples. either way, a big whack of shares will be available to be issued from april this yr.
    Last edited by Muse; 15-02-2024 at 03:34 PM.

  3. #43
    Member
    Join Date
    Oct 2019
    Posts
    304

    Default

    hmmm, might be some selling pressure off the back of this.

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •