Tenet Fintech Group Inc. C.PKK

Eresearch Q2 analysis

[laptopdancer]

I quite like eresearch, very good details analysis done.
 

https://eresearch.com/2020/09/11/eresearch-reports/peak-positioning-quarterly-revenue-doubles-q-q-highlighting-fintech-revenue-potential/

[lscfa]

The analyst is assuming future revenue growth is due largely to the supply services segment which is low margin. Based on co. projections I think future revenue comes mainly from higher margin platform fees.   "We have increased the Outsourcing Services expense thereby reducing EBITDA in 2020 through 2022."   ebitda 2020

[laptopdancer]

Agreed , outsourcing services he's extrapolated innQ3 and Q4 are a bit on the high side. Talkimg with Johnson he indicated to me that they will be under control, but by how much is a unknown. We could also beat his estimates on the Revenue side. A 5xCF and 10x earning is a bit low in my estimation. Overall I like his writing style and gives us a lot of information to think about. Being

[TriumphSpitSix]

Agreed. Chris Thompson writes in a nice succinct manner.

[Nakate]

Well e-commerce is all the rage, look at Nuvei ( nvei-t) it starts trading on the tse today , the ipo is going to raise 600 mil even though the company lost 60 mil last year yet the market is gobbling it up. trading at 43 now up 15 dollars so far from the ipo price. Then theres that Snowflake ipo yesterday not e-c but techy it went ballistic too.  Peak is there too but the markets remember