Member Info for petrencf

Do not underestimate the power of Trabant. It has been the king of the road for decades (in Hungary). 🙂

Even if there is no growth for next year how would you value a company with a conservative 110-120m EBIDTA and 150m year end's (2024) debt? 350m really? This valuation is the result of the sloppy forecast and macro imo.

He cares about the capital preservation of fellow investors. It is a noble service.

Well I used to check the daily short updates on the FCA website. My problem was that I did not see the increase in October. But thank you anyway.

Last time they increased was on the 3rd of August?

Indeed, but where did you see this data?

They should have started the buybacks from tomorrow.

Conclusion is that despite the UK market is doomed right now, especially grotwh (ex-grotwh) stock, US funds see value here. Next year hopefully falling inflation and US elections minght give a boost to SFOR.

Tim Moore on LinkedIn:

https://www.linkedin.com/posts/tim-moore-46766a1_as-some-of-you-have-noticed-i-have-joined-activity-7114896087261270016-8jNp?utm_source=share&utm_medium=member_android

80m integration cost?! Considering that and the macro situation, they have been doing well!

I appreciate your detailed answer, thank you.

Any opinion about the acquisition? 25m for 6m revenues with 0.6 EBIDTA? it looks very expensive.

Https://www.everythingpe.com/news/details-amp/3915-pulsiv-introduces-osmium-microcontrollers-for-power-supplies-applications

Hi Rick! I see you are the main man here. What do you think about the recent acquisition and the prospect of the business? Thx

Well, they crossed the treshold last week with a 90+ average I guess.

The statement says that revenue and margins will be below previous year. I admire your optimism.

Hi Metalhead, what do you think about Datar's prostate cancer test as a competition? Their TriNetra-Prostate blood test to detect early-stage prostate cancer received FDA Breakthrough Device Designation. Does OBD need to conduct more trials to sell on the US/Uk market? Thx

Adams, net cash is up 60m. You can do the math.

"The Board continues to be comfortable with market expectations for FY24, with consensus revenue at £108 million and consensus Adjusted EBITDA* loss of £9 million. " They are comfortable at least.

Low liquidity. Pulsiv, Alusid and couple of others is making great progress in the background.