Post by
nozzpack on May 03, 2022 1:53pm
4 Quarter Outlook
I see Q1 in the $7 million to $7.5 million range, escalating at about 20% per quarter as the new ESG subsidiary begins ramping up .
Ebitda in Q1 will be in the $2.5 + million range
By Q4/22, we should have a quarterly revenue around $10 million which is $40 million annualized.
Ebitda margin will have regained the 40% level, which computes to about $15 + million per year in operating earnings.
At a modest 7.5 times Ebitda, Peer based fair value will be a market cap of about $110 million which computes to about $2.25 per share .
E now has arrived into the very promotable milieu, bringing with it a strong balance sheet, strong growth and strong cash flows while at the same time diversified in its revenue streams.
Comment by
Stuckinsand on May 03, 2022 2:28pm
some solid numbers, however is 10M in q4 annualized to 40M realistic, this assumes Q2 and q3 are the same as q1 and q4, this has never happened in the oil and gas industry. just because someone has advanced math skills and can multiply a number by 4 doesn't mean it is realistic or attainable.
Comment by
nozzpack on May 17, 2022 6:33am
My estimates for Q1 were very close. I called revenues to be $7.5 and the actual was $7.6. I see continued growth for the remainder of the year. At just 7.5 times annualized Ebitda , fair value is $2.25 . Onwards and upwards..
Comment by
BayStRising on May 17, 2022 11:57am
Growth is guaranteed pretty much. I think eps of $0.10-$0.14 with a P/E ratio of 12x is likely in 12 months.
Comment by
Stuckinsand on May 17, 2022 5:05pm
Enterprise bought companies between 2.2 and 4.5 x's EBITDA. In what fantasy is Enterprise now worth 7.5 x's EBITDA?
Comment by
Stuckinsand on May 17, 2022 5:05pm
Enterprise bought companies between 2.2 and 4.5 x's EBITDA. In what fantasy is Enterprise now worth 7.5 x's EBITDA?
Comment by
UncleFronbroth on May 17, 2022 7:01pm
Stuckin -- As a disgruntled former employee, at what point does this diatribe get old to you?