Pivot Technology Solutions Inc. T.PTG

Converge veiled Q4 yesterday

[lscfa]

I still prefer PTG.....
 

 

	CTS $cdn	PTG $US
2019 revenue	687.8	1,218.1
2019 ebitda	31.6	25.6
2020 ebitda	45.9	30
Shs o.s	92	39.547
Sh price cdn	1.03	1.22
fx rate	-	0.70
Sh price us	-	0.85
Mkt cap	94.8	33.8
Debt + lease oblig.	234.3	137.9
WC ex borrowings	28.6	67.4
March PP cash	8.27	0
Ev	292.3	104.4
Ev/2019 ebitda	3.2	2.6
EV/2020 ebitda	6.4	3.5

[hindsight20/20]

lscfa,I listened to the conference this AM and I must say there was alot of hype. Ptg has so much better metrics and yet no traction as far as stock price.I did buy a small position a couple of weeks ago so I got some green on my board today while I wait for investors to discover PTG.

[PatiencePays123]

Sooner or later I think cts will run out of debt to borrow. They keep losing money and cash flow. I'm happier holding ptg rather than that company.

[lscfa]

Table revised to correct EV/2019 ebitda ratios....     CTS $cdn PTG $US 2019 revenue  687.8 1,218.1 2019 ebitda 31.6 25.6 2020 ebitda 45.9 30