GREY:XEBEQ - Post by User
Comment by
LyChaunceyon Sep 12, 2022 6:29pm
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Post# 34958019
RE:RE:Mispriced
RE:RE:MispricedNo one can predits the future for any business. But this is how to value a company. You have to try your best to estimate the future cash flow. I believe the data I used is conservative and reasonable.
The management is much more aggresive than my estimate and current 14 analysts' consensus. The management even expect 150 million recurring revenue nearterm for XBC Flow Services, which has really good margin. If that's true the overall GM should be over 30%. But nobody believes them anymore. Still, with so many sector tailwinds, confirmed backlogs and cost reduction in action. Current 100 million ish market cap seems mispriced.