The 'up next' presentation after that one you posted was proper interesting! https://www.youtube.com/watch?v=-UDx...t=1678.9393711
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The 'up next' presentation after that one you posted was proper interesting! https://www.youtube.com/watch?v=-UDx...t=1678.9393711
Seeing how our forecasts are now too conservative, how about this one from Hot Copper......
"Sales doubling again over next 3 years or 24% pa. Currently growing at over 50% so may be faster. EBITDA margins 35% means EBITDA of $700m. Put that on 25x = $17.5 Billion. Add cash of $1b = $18.5b. Divide by number of shares = $26 a share over next 2-3 years. Probably sooner given growth is faster."
I call $100 a share before I return to NZ (currently scheduled for April 2021)
lol its hard to keep all four paws on the ground with this one. This hound came up with a neat trick to help with that today and resorted to revaluing them down to cost price in my portfolio spreadsheet to try and avoid excessive tail wagging and heart palpitations :)