RE:Investor Presentation - path for growth
Stonksonlyup90 wrote: Do these guys have an updated investor presentation somewhere?
I see lots of talk on this board about the stock being undervalued. However, they are trading at an EV/EBITDA of roughly 7x... and bought SSI at roughly 4x EBITDA. Unless there is a path to significant EBITDA growth im not sure that I agree. GM % is shrinking and I don't see a lot of opportunity to scale rapidly.
Im not sure I agree with this assessment.
The latest acquisition has been very profitable for them. According to md&a, they generated $2,363k in operating income over 3 months and 52 days. This works out to annualized operating income of ~ $6.25 m which is phenomenal considering they acquired the company for only
~ $21m. This is significant returns on invested capital for the company.