I am expecting in the range of $2-3million net profit after tax. Good luck!
Printable View
I am expecting in the range of $2-3million net profit after tax. Good luck!
Speeding ticket and response today.
While overjoyed at the recent SP climb, I would rather see it based on performance after the results are released next Tuesday.
Odd how PLX gets a speeding ticket yet SKT does not...
Not fussed either way. Always risky trading on rumours.
I'm not a trader and like the long term potential and confirmation (or otherwise) is what I'll be looking for in next weeks results.
Disc - was holding heaps freehold and topped up more during recent lows. My av holding SP now in low 30c.
pretty quite today
Very Excited to see the results on Tuesday. I have completed a DCF analysis for Plexure and was wondering if anyone would like to have access to it?
Its an Excel file so not sure if i can upload it here...
It has Pessimistic, Neutral and Optimistic scenarios just based on different revenue growth assumptions for the next 5 years.
Anyway, based on Plexure's guidance which they re-announced on March 18th i have estimated about $3 million Net profit on $24.5 million Revenue, (Give or take).
If they hit that estimate the company would be making around $2.4 cents per share for the year. We would likely see another spike in the Share price.
My Pessimistic - Optimistic range for share price and market value is $1.05 - $2.54 and $146,000,000 - $354,000,000 Respectively.
Based on some comparisons from competitors such as Pushpay, Salesforce, Hubspot etc i have concluded a rough estimate based on Price/sales, Price EBITDA, Price/Book ratios of $215,000,000 NZ
If anyone would like to see the Excel file i would gladly hand it over :)
Cheers,
Checkmate
Been watching for couple weeks now...my gut feeling ask me to jump in....but not sure yes or no
With online n contactless society now...I could see PLX at the good position
I figured out a way to post it, by way of using Wetransfer.com (it should be safe i've used it many times) here is a link:
https://we.tl/t-etaFvlKXmU
Hopefully that works, feel free to give me your thoughts and advice as to how i could possibly make my model more accurate.
There is probably some wild assumptions, like no debt... as i couldnt really predict when if ever they will incur any debt.
Cheers guys!
Checkmate, thanks for sharing your valuations (and enthusiasm.) Your FY20 revenue fig of $24.9 mill is just north of PLX's guide range of $21 to $23 mill, so not unrealistic tho' much depends on Covid.
On a sobering note, I see XRO was marked down this week after what I thought was a good result and a move into profit with a growing cash reserve. I suspect part of the markets fear, was that XRO did not make any projections for FY21.
So as well as your expected revenue, it would be great to see future projections by PLX (which in this covid world may be conservative.)
I sincerely hope you are right with your valuations. Like you I can't wait for the results release next week.