Thor with over 6 billion dollar sales with thl distribution and Roadtrippers road assistant and database , a rv finance could growing very fast into the billions books that is valuable
updated this thl chart just to see what may happen in the next year or two
Forecast eps based on $39m for F18 and $50m for F19 (normalised ...without the one off gains expected F18)
Sort of looks OK but share price might have got ahead of itself a bit
Current PE about 19 which is getting pretty high for a company which isn't really generating that much cash
Like these charts as besides showing whats happened (esp earnings) it gives you a feel of market sentiment over time. As we all know market sentiment is one of the key drivers of share price.
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
updated this thl chart just to see what may happen in the next year or two
Forecast eps based on $39m for F18 and $50m for F19 (normalised ...without the one off gains expected F18)
Sort of looks OK but share price might have got ahead of itself a bit
Current PE about 19 which is getting pretty high for a company which isn't really generating that much cash
Like these charts as besides showing whats happened (esp earnings) it gives you a feel of market sentiment over time. As we all know market sentiment is one of the key drivers of share price.
Its not the only one in this market by any means but that's pretty much how I see it too.
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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