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VENDTEK SYSTEMS INC V.VSI

"VendTek Systems Inc develops, markets, and licenses automated transaction system software and supporting technologies. Its software product, eFresh provides electronic distribution infrastructure to service providers, retailers and retail distributors."


TSXV:VSI - Post by User

Post by TheRock07on Feb 27, 2014 9:51am
168 Views
Post# 22258061

Brazil Potential

Brazil PotentialVSI,s canadian sales are about $80 million.
With the Brazil market  being more than 40 times larger, the potential market would be in excess of  $3 billion.

Brazil margins will also be higher due to a somewhat different operating model.

The Canadian margin was 6.8 % in 2013.

I would suggest that the Braziilan gross margin will be at least 10 %.
VSI will also have its international market where margins are intermediate between those of Canada and Brazil.

Lets examine the suggestiion that annual sales ( gross ) in Brazil  will hit $140 million within 12 to 18 months.
Gross margin would be $14 million.

Operating expenses will be less than in  2013 , so $6 million seems reasonable.

This would provide net margins of $8 million.
VSI have tax loss pools, so they wont have to pay much income tax.

In other words, net earnings above $0.10 per share are achievable should execution be successful in Brazil.

These guys have done it all before and they have the larger clients in place and under contract in Brazil.

High risk but also even higher reward.
Its always that way
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