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27-07-2016, 11:51 AM
#1321
Originally Posted by sb9
Reasoning for same being????
A company that doubles it's profit, can't continue to experience a run away, quadrupling, share price... we have to come back down to earth sometime
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27-07-2016, 11:54 AM
#1322
Originally Posted by trader_jackson
A company that doubles it's profit, can't continue to experience a run away, quadrupling, share price... we have to come back down to earth sometime
With respect time will tell...
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27-07-2016, 11:54 AM
#1323
Reason being those parties having sold out of til The opposite of post purchase dissonance I guess. As poeple have noticed the large increase are driven by off market purchases while the recent pull back has been largely driven by retail investors. This being said I think trilogy could do themselves a favour by providing an update so the market has some numbers to work off. In the meantime BWX is the proxy on the ASX showing what an asx Listing may do to the sp.
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27-07-2016, 11:55 AM
#1324
Unless the guidance is for profit to double again
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27-07-2016, 11:55 AM
#1325
Member
Originally Posted by trader_jackson
A company that doubles it's profit, can't continue to experience a run away, quadrupling, share price... we have to come back down to earth sometime
What's your estimate of earnings next FY? Maybe if you did some numbers you would surprise yourself rather than saying it can't keep going up for no reason
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27-07-2016, 02:45 PM
#1326
We all knew there would be some profit taking, why freak out when it happens? Tiny volume as well...
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27-07-2016, 03:34 PM
#1327
Got TIL on a forward PE of 16 based on the current SP on the basis revenue is $120m EBITDA of $27m and NPAT of $16m for FY2017 done the same analysis with BWX and its currently running on PE 26 on revenue $103m EBITDA $31m and NPAT of $20m based on my estimate of FY20173
Would be interested to see others valuations people have done ?
Last edited by boysy; 27-07-2016 at 03:55 PM.
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27-07-2016, 04:15 PM
#1328
Member
Originally Posted by boysy
Got TIL on a forward PE of 16 based on the current SP on the basis revenue is $120m EBITDA of $27m and NPAT of $16m for FY2017 done the same analysis with BWX and its currently running on PE 26 on revenue $103m EBITDA $31m and NPAT of $20m based on my estimate of FY20173
Would be interested to see others valuations people have done ?
Base case
Rev 113
EBITDA 25
NPAT 16.6
EPS 24c
Bull case (still a relatively conservative bull case IMO)
Rev 118
EBITDA 28
NPAT 18.6
EPS 27c
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27-07-2016, 05:13 PM
#1329
Big 440 chomp on close dragged up the vwap.
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29-07-2016, 02:03 PM
#1330
Member
Great spike this arvo, $4.46
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